Create cost records from mailing completion emails for billing
Create cost records from mailing completion emails for billing
Your mailing-complete emails include PDFs and cost lines, leaving postage unrecorded. The flow captures document names and cost details so billing staff can reconcile same day.
Overview
If postage and service charges sit in inboxes, billing staff waste hours reconciling statements. This flow extracts document names and cost lines into your billing table so reconciliations finish same day and invoices reflect actual charges.