Add successful payment notes to client deal record

Your consultation bookings lack payment entries on client deals, causing reconciliation delays for billing. This adds a payment note to the deal so you can reconcile and confirm bookings same day.

Overview

When clients pay for visa consultations, your small legal practice needs clear records tied to each client file to bill and confirm appointments. This flow writes payment details directly to the client deal and surfaces exceptions so you can reconcile and confirm same day.