Mark contact as paid after qualifying payment received
Mark contact as paid after qualifying payment received
Your paid charges aren't updating contact records, so enrollment and outreach lack payment context. Update contact payment status so billing and onboarding proceed same day.
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Overview
When a qualifying payment posts, your reps and billing staff need the contact marked paid immediately so follow-up and invoicing aren't blocked by manual updates. This flow turns a manual chase into an instant CRM status update, ensuring billing and outreach happen same day.