Email A/R record details to billing team for reconciliation

Your A/R tracker rows sit unassigned when payment notes aren't routed, delaying reconciliation. Deliver payment summaries to billing staff for same-day reconciliation.

Overview

When A/R rows sit without a clear owner, reconciliation stalls and collections are delayed. This workflow converts a table button press into a tidy payment summary email so billing staff get the context they need and reconciliations happen the same day.