Add paid consults to monthly tracking sheet for billing

Your paid consult records arrive without a payment flag, forcing manual checks and missed follow-ups. It updates the monthly sheet so billing staff and you can confirm payments and act same day.

Overview

If paid consults aren't tracked into a monthly sheet, billing and scheduling require manual checks and staff lose time. This flow writes or updates the month worksheet and flags processed records so you and billing staff can confirm payments and act same day.