Create payment follow-up tasks linked to client records
Create payment follow-up tasks linked to client records
Your payments sometimes arrive without linked client records, leaving bookkeeping and confirmations incomplete. Assign tasks tied to the client so your billing is reconciled and follow-up happens same day.
Overview
Unlinked payments create reconciliation friction and slow client confirmations; this flow turns each incoming payment into a clear billing task linked to the client record. Your owner or billing staff get an assigned item within minutes, enabling same-day reconciliation and outreach.