Business owners create payment intents when new customers are added

Finance teams adding new customer records leave billing steps undone, causing missed collection windows and delayed collections. Auto-creating payment intents ensures finance can start collections quickly.

Business owners create payment intents when new customers are added

Overview

Missed billing steps create collection gaps and compliance risk for finance leaders. This flow creates payment intents right after customer records are added, eliminating manual handoffs so collections start faster and audit trails stay complete.

Notable Features

  • Create payment intents on new customers
  • Validate customer billing details
  • Alert finance on failed intents

Business owners create payment intents when new customers are added