Capture payment proofs and alert accounts for validation
Capture payment proofs and alert accounts for validation
Accounts teams miss payment proofs in form submissions, leaving orders on hold. Capture proof details and notify accounts so finance can validate and release orders without manual checks.
Overview
Accounts teams risk holding orders when payment proofs are missed, delaying fulfillment and frustrating customers. This workflow captures proof details and routes them directly to accounts so finance can validate and release orders without manual chasing. The result is fewer hold-ups and a clear record for reconciliation.
Notable Features
- Capture proof details from submissions
- Alert accounts on every submission
- Attach payment proof to order