Add flagged payment orders to finance tracking spreadsheet
Add flagged payment orders to finance tracking spreadsheet
Offline or invoiced orders go unlogged, delaying collections and month-end reconciliation. Adds flagged orders to a shared spreadsheet so billing staff start follow-up ahead of the next billing run.
Overview
Unlogged offline and invoiced orders slow down collections and create reconciliation gaps. This flow captures those orders into a shared ledger within minutes so billing staff can prioritize outreach and close outstanding items before the next billing run.