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Processing Plan Review Payments at Intake

This training document will walk the user through the collection of payment at Intake (versus at Issuance) and how to further process the application from there. Step-by-step instruction and screenshots are included to assist with this process.  The decision on when to collect fees is a very important and critical one - and ultimately defines the remainder of your application process.


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  1. Stacey Thias

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