Update billing and deal records after mandate completion
Update billing and deal records after mandate completion
Mandate completions often arrive without updated CRM or order status, creating manual lookups. Records are updated so billing and course teams can grant access and reconcile same day.
Overview
When a direct debit mandate completes, your order and CRM records must reflect that immediately to avoid stalled enrollments and reconciliation gaps. This flow updates your table and deal records and notifies ops so billing and course teams can act the same day.