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Update contact records when payment submitted to bank

Update contact records when payment submitted to bank

Your contact records lack payment submission context, causing billing confusion and reconciliation delays. It updates payment status so billing staff can reconcile and notify customers promptly.

Update contact records when payment submitted to bank

Overview

When direct-debit submissions reach the banking system, billing and finance need reliable customer context to reconcile and communicate. This flow updates contact records with submission status and notes so billing staff and analysts can close batches and notify customers within the banking cycle.

Update contact records when payment submitted to bank