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Create payment instruction record and notify cashroom team

Create payment instruction record and notify cashroom team

Your payment instruction forms arrive without a central log, delaying cashroom processing and risking missed same-day transfers. It creates a register row and emails cashroom so processing happens same day.

Create payment instruction record and notify cashroom team

Overview

Each submitted payment instruction becomes an auditable register row and an immediate email to cashroom, removing manual logging and missed requests. Cashroom and billing staff get same-day visibility so urgent redemptions are prioritized and processed faster.

Create payment instruction record and notify cashroom team