Create monthly order records from picked emails to tracker
Create monthly order records from picked emails to tracker
Your pickup order emails go unrecorded, producing incorrect client counts and delayed credit adjustments. It logs each order into your monthly tracker so balances are visible before billing.
Overview
Unrecorded pickup emails make client credit reconciliation noisy and delay billing. This flow captures each picked-up order email as a timestamped record so billing staff and owners see accurate balances ahead of the next billing run.