Add cleared invoice numbers to enrollment spreadsheet rows
Add cleared invoice numbers to enrollment spreadsheet rows
Your enrollment rows lack linked invoice numbers for specified funders, slowing reconciliation and follow-up. This applies invoice references and flags so billing and sales ops can reconcile same day.
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Overview
Unlinked invoice numbers stall reconciliation and outreach for sales operations and billing. This flow attaches invoice IDs to enrollment rows and flags them so your teams can reconcile and contact stakeholders the same day.