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For training ops: alert when payments lack booking matches

For training ops: alert when payments lack booking matches

Systems coordinators get training payments with no booking match, causing billing errors and incomplete records. Send alerts to ops so staff can find or create bookings and keep records accurate.

For training ops: alert when payments lack booking matches

Overview

Systems coordinators face billing inaccuracies and broken class records when payments don't match bookings. This workflow routes unmatched payments into ops channels and creates follow-up tasks, eliminating reconciliation gaps so staff can resolve issues and keep booking records accurate.

Notable Features

  • Notify training ops on exceptions
  • Include invoice and payment details
  • Create ticket for manual matching

For training ops: alert when payments lack booking matches