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Set customer product metadata for initiation fee purchases

Set customer product metadata for initiation fee purchases

Your initiation fee checkouts lack product tags, delaying billing and onboarding. Update customer metadata to flag initiation-fee purchasers so teams can reconcile and onboard them same day.

Set customer product metadata for initiation fee purchases

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Overview

When initiation-fee purchases aren’t labeled, billing reconciliation and recruiting handoffs slow down. This flow writes a product metadata tag to the customer record so billing and recruiting ops see purchase type and act the same day.

Set customer product metadata for initiation fee purchases