Keep finance's auto-collection status aligned across billing and CRM

Finance teams lose direct-debit status when mandate payment sources are added, creating reconciliation gaps. Auto-updates mirror auto-collection to billing and CRM so records match.

Overview

Missed or mismatched collection statuses create reconciliation headaches and compliance risk for finance teams. This workflow keeps billing and CRM aligned when mandate payment sources are added, eliminating status drift so billing and sales act on accurate records.

Notable Features

Set auto-collection when mandate added
Update CRM customer collection field
Notify billing on status changes