Settlement Payment Processing
Processes settlement payments via ACH or card, records and confirms success, and handles failures with a wait-and-notify retry path — then generates completion letters.
Trigger: A settlement payment becomes due.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Payment dueTrigger
Fires when a scheduled payment is due.
- 2Process ACH/cardAction
Charges the client’s method on file.
- 3Payment success?Logic
Branches on the processor result.
- 4Record paymentAction
Posts the payment to the subledger.
- 5Send confirmationMessage
Confirms the payment to the client.
- 6Wait 3 daysWait
Backoff window before re-notifying on failure.
- 7Payment-failed noticeMessage
Notifies the client a payment failed.
What it does for your team
Every due payment is attempted on time, every time
Successes are confirmed and posted to the trust ledger
Failures trigger a measured retry, not a missed payment
Powered by EON nodes
Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
Related Payments & Trust templates
NSF / Payment-Failure Recovery
Turn a bounced draft into a recovery sequence automatically.
Payment Schedule Generator
Build an affordable schedule from budget and terms.
Payment Reconciliation
Match recorded payments to bank transactions.
Run “Settlement Payment Processing” on your business
Sign up for access and we’ll install this template, tailored to your workflow and compliance requirements.