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Create remittance tasks from payment emails for billing

Create remittance tasks from payment emails for billing

Your inbox receives ACH remittance and payment emails that go unlogged, leaving reconciliation tasks unassigned. It creates assigned reconciliation tasks for billing staff so payments are resolved before the next settlement.

Create remittance tasks from payment emails for billing

Overview

Payment notification emails often land untracked in inboxes, delaying reconciliation and posting. This flow turns each qualifying remittance email into a prioritized billing task so your billing staff can reconcile and post payments before the next settlement cycle.

Create remittance tasks from payment emails for billing