Update payment plan status when a payment posts
Update payment plan status when a payment posts
Your installment payments go untracked when reconciliation is manual, leaving program coordinators unsure of customer status. This delivers aligned installment records and same-day reconciliation.
Overview
When small installment payments arrive without an updated record, billing falls behind and program coordinators can't confirm member status. This flow updates installment progress automatically so billing and program teams see accurate plan status and reconcile same day.