Keep member portals updated when payments are received

Ops staff reconciling payments manually leave paid members without portal access and cause billing delays. It posts payments to member accounts and alerts ops to restore access.

Overview

Manual payment reconciliation locks members out and creates billing headaches for operations. This workflow applies payments to member accounts and alerts ops when accounts are missing, ensuring paid members gain access quickly while creating an auditable log for finance.

Notable Features

Create member accounts from payments
Alert ops for missing accounts
Log payment events to spreadsheet