Send payment plan email and log record comment
Send payment plan email and log record comment
Approved payment-plan records without payment info or signed agreements block membership activation. The workflow emails next steps and logs a record comment so billing can activate access same day.
Overview
Approved payment plans often stall when members don't add payment methods or sign agreements, costing time and delaying access. This flow emails clear next steps and logs the activity back to the record so billing can complete activation the same day.