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Send payment link and log pending charge record

Your payment form submissions often arrive without a tracked payment status, delaying reconciliation and member follow-up. Send the link and log a pending charge so billing can reconcile and follow up same day.

Send payment link and log pending charge record

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Overview

Stop manual payment emails and scattered records that slow reconciliation and frustrate members. This flow sends a localized payment link immediately and logs a pending charge so billing can reconcile and follow up the same day.

Send payment link and log pending charge record