Keep finance and membership records current after every payment
Keep finance and membership records current after every payment
Finance admins lose track when payments go unrecorded, risking missed renewals and reconciliation errors. This updates contact status on payment receipt so reconciliation and access stay current.
Overview
Missed membership updates create reconciliation headaches and access issues for finance. This workflow flips member status and records last payment when payments post, keeping reconciliation accurate and finance teams report fewer reconciliation exceptions.
Notable Features
- Mark contacts as paid
- Update last payment date
- Notify finance and membership admins