Mark settlement record as payment plan enrolled today

Your settlement records lack an enrollment flag after manual clicks, causing collectors to waste time confirming status. The automation marks records so operations can act the same day.

Overview

Manual clicks on settlement rows often leave enrollment status unclear, making collectors call around to confirm. For an IT Director at a small financial services firm, this flow guarantees the record is flagged immediately so collections and operations can act the same day and avoid unnecessary follow-ups.