Generate deposit charges, invoices, and payments from status changes

Finance teams miss deposit records when status flips to 'deposit', creating reconciliation gaps. This flow creates pending charges, invoices, and payment entries so finance and enrollment avoid manual reconciliation.

Overview

Missed deposit records cause reconciliation headaches and slow enrollment processing. This workflow ensures a pending charge, invoice, and payment record are created whenever a record becomes 'deposit', keeping books accurate and manual work minimal. Finance teams report faster reconciliations and zero missed deposit entries.

Notable Features

Create pending deposit charges
Generate invoices from pending charges
Apply payments to open invoices