Mark canceled-card records as paid in your board
Mark canceled-card records as paid in your board
Your canceled-card records lack automated payment updates, causing duplicate outreach and unclear ownership. Update statuses automatically so billing and call center staff can close cases same day.
Overview
When payment confirmations come in they must immediately reflect in billing queues; otherwise collections teams keep calling the same customers. This flow updates record status automatically so billing leads get closure visibility and teams stop redundant outreach same day.