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Create order match and notify finance on payments

Create order match and notify finance on payments

Your incoming bank transactions lack order linkage, causing manual reconciliation and delayed settlements for billing staff. Matched payments update order records and alert administrators same day.

Create order match and notify finance on payments

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Overview

Stop letting unlinked bank payments delay your close and force manual chasing. This flow matches payments to orders and updates order status automatically, while alerting finance same day so billing can reconcile before the next run.

Create order match and notify finance on payments