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For counseling supervisors: attach payment IDs to clients

For counseling supervisors: attach payment IDs to clients

Counseling supervisors miss attaching payment customer IDs to client charts, causing billing gaps. It attaches payment IDs to client records so billing can reconcile.

For counseling supervisors: attach payment IDs to clients

Overview

Missed customer ID links create billing gaps and extra reconciliation work for counseling practices, putting collections and client trust at risk. This workflow pins each new payment customer ID to the matching client record so billing staff can reconcile reliably and avoid disconnected accounts.

Notable Features

  • Attach payment IDs to records
  • Match new customers by email
  • Notify billing staff on update

For counseling supervisors: attach payment IDs to clients