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Update paid application record, share documents, notify stakeholders

Update paid application record, share documents, notify stakeholders

Your sale entries lack confirmed payment, leaving advisors and backoffice without billing or intake context. It marks records paid, shares documents, and notifies teams so onboarding begins same day.

Update paid application record, share documents, notify stakeholders

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Overview

Unreconciled checkouts stall billing and delay onboarding. This flow marks records paid, shares the right documents, and notifies advisors so work can begin the same day and finance closes the loop promptly.

Update paid application record, share documents, notify stakeholders