Create and attach PAD PDF to customer record
Create and attach PAD PDF to customer record
Your PAD submissions often go unfiled, leaving billing without a signed mandate or PDF. The PAD is saved to the customer record and a confirmation email is sent so payments can be configured same day.
Overview
PAD intake often stalls and delays billing; this flow converts each submission into a stored PDF attached to the customer record and sends confirmations within minutes. Billing and ops staff can configure payments same day, reducing manual follow-up and lost mandates.