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Create transaction rows and alert team for new payments

Create transaction rows and alert team for new payments

Your online payments go untracked in spreadsheets, which delays reconciliation and stalls invoice confirmation for billing staff. Record each payment and alert billing so reconciliations finish the same day.

Create transaction rows and alert team for new payments

Overview

Unrecorded charges create friction at month-end and slow your billing workflow; this flow turns every completed payment into a reconciliation-ready row and a team alert. Your billing staff and founder see payments within minutes, enabling same-day reconciliation and faster invoice confirmations.

Create transaction rows and alert team for new payments