Finance staff: schedule daily follow-ups for posted payments
Finance staff: schedule daily follow-ups for posted payments
Finance staff miss merchant settlements after payments post, causing reconciliation gaps and delayed billing. Scheduled follow-ups create verification tasks and prompt invoice sending.
Overview
Missed settlement checks create reconciliation gaps and delayed customer billing. This workflow converts every posted payment into a scheduled verification task and invoice prompt so finance staff confirm merchant funds and issue paid invoices. The result is cleaner reconciliation and zero missed follow-ups.
Notable Features
- Schedule verification tasks the next day
- Attach payment and invoice details
- Create calendar reminders for finance staff