Update billing records and user profiles from submissions
Update billing records and user profiles from submissions
Your document submissions aren't linked to billing records, forcing manual KYC and address lookups. It updates billing and profiles so you can invoice same day.
Overview
When personal documents arrive outside of billing records, finance and operations spend time chasing KYC and address details. This flow aligns billing and internal profiles immediately, reducing manual lookups and enabling same-day invoicing and lease activation.