Skip to content
Templates
Set orders on hold for bank payments awaiting settlement

Set orders on hold for bank payments awaiting settlement

Bank payment orders can be fulfilled before settlement, creating refunds and manual reversals. Billing and fulfillment teams get accurate payment status and act the same day.

Set orders on hold for bank payments awaiting settlement

Workflow preview:

Zap details:

Overview

Bank-based payments often require manual checks and can result in premature fulfillment or refunds; this flow automatically flags those orders and records the payment reference. Orders will be on-hold within minutes, letting billing and fulfillment act with correct status the same day.

Set orders on hold for bank payments awaiting settlement