Create quarterly settlement documents and send to partners
Create quarterly settlement documents and send to partners
Your partner settlement records arrive without finalized files, delaying reconciliation and payment preparation. Get ready-to-send spreadsheets and PDF statements to partners the same day.
Overview
When settlement records arrive without final files, reconciliation and payouts stall and your billing staff wastes time. This flow turns each submission into a branded spreadsheet and PDF statement, archives both, and delivers them to partners the same day so payments can proceed on schedule.