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Create payment status task for new client records

Create payment status task for new client records

New client records often arrive without a payment checklist, causing billing delays and stalled case starts. Tasks are created so billing staff confirm payment and start onboarding same day.

Create payment status task for new client records

Overview

New client intake often misses payment checks, which stalls invoicing and onboarding. This flow turns each new client into an actionable payment-status task so billing staff can verify charges and begin onboarding the same day.

Create payment status task for new client records