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Create payment record from intake form and notify team

Create payment record from intake form and notify team

Your manual payment form submissions often go unrecorded, delaying billing and onboarding. This logs each payment and notifies billing and program coordinators so onboarding starts same day.

Create payment record from intake form and notify team

Overview

Keep billing and onboarding moving without manual entry: every manual payment submitted via your intake form becomes a tracked row and a team alert. That means program coordinators and billing staff can begin reconciliation and onboarding the same day, reducing delays and missed receipts.

Create payment record from intake form and notify team