Send payment link to requester and email confirmation
Send payment link to requester and email confirmation
New intake records often arrive without a payment option, stalling mandate acceptance and delaying billing. Get payment links emailed automatically so fees clear before the next intake review.
Overview
When new client intake lacks a fast payment touch, billing and owners end up chasing fees and stalling starts. This flow generates a secure payment link and emails it automatically, so billing staff can secure fees within minutes and confirm engagements faster.