Add missing email column to payment collection worksheet
Add missing email column to payment collection worksheet
Your payment threads lack an email column, so contact details go unrecorded. You capture emails into the worksheet after a resolved reaction, ensuring billing has contacts before reconciliation.
Overview
If your payment threads are marked resolved but lack contact fields, billing loses time chasing customers. This flow ties the resolved conversation to a worksheet entry and injects the email within minutes, so billing teams have contact info before reconciliation.