Attach payments to client records and notify staff
Attach payments to client records and notify staff
Your payment receipts arrive unlinked to client records, causing manual reconciliation delays. Payments are recorded on the client record and staff are notified for same-day reconciliation.
Workflow preview:
Zap details:
Overview
When payments arrive unlinked, billing and program coordinators spend hours matching records and chasing receipts. This flow logs each completed payment to the client and form records, updates status, and alerts staff so reconciliation happens same day and conventions can be finalized without manual lookups.