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Create onboarding and billing records for new purchases

New program purchases lack structured intake, causing missed onboarding steps and scattered billing records. It creates contact, contract, invite, and email records so onboarding completes same day.

Create onboarding and billing records for new purchases

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Overview

When purchases come in as raw webhooks they often create fragmented records and manual follow-ups. This flow gives program coordinators and billing staff a single, consistent intake per purchase so contracts, community access, and ledger rows exist within minutes and onboarding finishes same day.

Create onboarding and billing records for new purchases