Update payment plan status when refund tag is added
Update payment plan status when refund tag is added
Your payment plans lose refund visibility when tag changes don't reach the customer record, delaying reconciliation and confusing account owners. It marks the plan Refunded and alerts finance so records match same day.
Overview
Refund tags that don't propagate create reconciliation gaps and keep account owners chasing status. This workflow aligns payment plan status across systems and notifies owners so finance can reconcile refunds the same day.