Add install job payment methods to review sheet

Your completed install jobs often lack invoice payment method info, leaving billing unclear which invoices need follow-up. Log payment methods to a review sheet for same-day reconciliation.

Overview

Incomplete payment method data stalls collections and forces manual audits; this flow surfaces payment types for recent install jobs into a single review sheet. Billing staff and business owners can reconcile invoices same day and reduce follow-ups before the next billing run.