Finance coordinators update customer records with payment and program details

Finance coordinators miss billing details when payment forms go unrecorded. It updates program and payment fields on the contact so finance has accurate payment status for billing and follow-up.

Overview

Missed payment records create billing errors and reconciliation headaches for finance teams. This workflow captures form payment and program details into the contact record so finance and ops have accurate payment status and fewer missed follow-ups.

Notable Features

Update contact payment and program fields
Add billing notes to contact record
Notify finance and ops on updates