Mark activation payments as completed and update records

Your IVA payment sessions aren't linked to activation records, stalling onboarding and tax tracking. Payments are marked on activation records so reconciliation completes ahead of reporting.

Mark activation payments as completed and update records

Overview

Completed payments must reflect on activation records immediately so onboarding and tax tasks don't stall. This workflow captures checkout completions, sets the activation payment status in CRM, and files an error row plus a team alert so reconciliation finishes ahead of reporting.

Mark activation payments as completed and update records