Send billing notification and create an enrollment record

Your payment form submissions lack structured billing details, which delays subscription setup. They are emailed to billing and logged in your enrollments table for same-day processing.

Send billing notification and create an enrollment record

Overview

When a client pays through your intake form, billing and operations often wait for manual notes, creating subscription delays. This flow delivers charge details to billing and logs an enrollment record so subscriptions and ledgers are updated the same day.

Send billing notification and create an enrollment record