Add cohort trial payers to payment tracking sheet
Add cohort trial payers to payment tracking sheet
You can't reconcile trial payments when users who clicked pay are scattered across analytics. This captures cohort members into a payment tracking sheet for same-day outreach.
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Overview
When trial users who clicked pay aren’t surfaced, billing and revenue teams miss collection opportunities and reconciliation stalls. This flow pulls that cohort into a single payment tracking sheet so billing staff can prioritize outreach and resolve charges the same day.