Attach plan image to client payment record on update
Attach plan image to client payment record on update
Your payment records miss plan images when the related plan field updates, causing invoice delays and manual lookups. Attach images to payment records so billing staff can reconcile invoices same day.
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Overview
When payment rows lack visual proof, billing staff chase files and invoicing stalls. This flow links plan images to payment records as soon as the plan reference changes, so your team can reconcile and issue invoices the same day.