Keep sales tickets updated after payment events arrive

Sales reps miss commission when payments aren't logged to tickets, causing follow-up errors. It tags USCIS fees, updates installments, and adds notes so sales and ops have accurate ticket records.

Overview

Missed payment updates break commission attribution and leave reps chasing follow-ups. This workflow keeps ticket records current—flagging USCIS payments and rolling installment totals into ticket fields—so sales and ops have accurate records and zero missed follow-ups.

Notable Features

Update ticket payment fields
Flag USCIS-fee payments separately
Notify sales and ops instantly