Update EFT record when signature is viewed by recipient
Update EFT record when signature is viewed by recipient
Signed payment documents sit untagged in your CRM and delay reconciliation and collection actions. Mark records as opened so billing staff can act faster, ahead of the next billing run.
Overview
Signed EFT documents can go unnoticed, leaving billing teams unsure which payments are ready for reconciliation. This flow updates EFT records as opened when recipients view agreements, giving billing staff real-time status and enabling prioritized follow-up before the next billing run.