Business owners: attach plan images to payment records for accuracy
Business owners: attach plan images to payment records for accuracy
Business owners lose invoice attachments when plan tracker updates miss payment records. Attach plan images on tracker change so billing has complete payment documentation.
Overview
Missing plan images create billing disputes and slow invoice reviews. This workflow guarantees that every plan update attaches its image to the client payment record, giving billing and account teams complete documentation and eliminating missing-evidence disputes.
Notable Features
- Attach plan images to payments
- Find matching payment by plan
- Notify billing on missing attachments