Send payment verification alert to the assigned sales rep
Send payment verification alert to the assigned sales rep
Your ACH payments that require bank verification stall when reps don't receive the verification link. Orders clear for fulfillment same day when reps receive the verification link.
Overview
When ACH payments require bank verification, missing the hosted link stalls order fulfillment and frustrates customers. This flow delivers the verification link directly to the assigned sales rep so they can prompt the customer and clear orders for fulfillment the same day. It keeps sales and billing aligned and reduces manual chasing.