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Send onboarding fee payment alerts to operations team

Send onboarding fee payment alerts to operations team

Your onboarding payments can arrive without team notice, delaying client setup. This notifies finance and ops immediately so confirmations and records are updated same day.

Send onboarding fee payment alerts to operations team

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Overview

Missed onboarding payments stall client setup and create reconciliation work for billing. This flow routes qualifying payment notices directly to finance and operations, enabling same-day confirmations and cleaner billing runs.

Send onboarding fee payment alerts to operations team