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Update customer account record with active bank account

Update customer account record with active bank account

Your customer bank records activate without links to accounts, causing billing holds and missed settlements. Linking active bank accounts speeds reconciliation and clears invoices before settlement.

Update customer account record with active bank account

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Overview

Unlinked active bank accounts stall billing and create manual reconciliation work for payment operations. This flow automatically attaches active bank accounts to the correct customer account, reducing billing holds and clearing invoices ahead of settlement.

Update customer account record with active bank account