Update payment receipt flags when payments are recorded
Update payment receipt flags when payments are recorded
Your payment form entries can keep incorrect receipt flags or missing customer emails, delaying invoices and confirmations. This fixes records so billing can reconcile the same day.
Overview
When payment forms keep stale receipt flags or missing emails, billing gets blocked and customers wait. This workflow validates the entry, waits briefly for confirmation, then clears send flags and updates contact fields so billing reconciles the same day.