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Create and send client agreement upon payment receipt

Create and send client agreement upon payment receipt

Paid orders don't trigger immediate agreements, delaying onboarding and billing reconciliation. Send the correct contract to the payer and notify coordinators the same day.

Create and send client agreement upon payment receipt

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Overview

When payments land, missing or late contracts slow onboarding and put billing reconciliation at risk. This flow guarantees the right agreement is generated and sent instantly and the team is notified, so coordinators can act the same day.

Create and send client agreement upon payment receipt