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GoHighLevel build

Payment Tracking

Payment Tracking: Deal Log Auto Update Spreadsheet, GoHighLevel workflow
Deal Log Auto Update Spreadsheet, GoHighLevel workflow

The client’s problem

Payments were reconciled manually, so mismatches surfaced late.

What I built

A GoHighLevel workflow logs each payment, checks it against records, and flags mismatches.

The outcome

Payment discrepancies are flagged when they happen.

How it works

Path 1

  1. Payment Received
  2. Log the payment
  3. Matches the records?

Path 2

  1. Yes
  2. Tag: payment checked

Path 3

  1. No
  2. Mismatch flagged for the team

Your Business Needs Better Systems, Not More Manual Work.

Let’s map the system your business needs.

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