Add payment check files to lead activity feed
Add payment check files to lead activity feed
You get deposit and balance check PDFs in a shared folder that aren't linked to leads, scattering payment proof. Leads then show payment type and timestamp, letting billing and scheduling act the same day.
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Overview
When payment checks sit in a folder, your reps and billing lack verified proof and timelines. This connects each check PDF to the lead with parsed payer and timestamp, so billing and project managers can act the same day and avoid invoicing delays.