For travel agencies: Notify customers of final payment
For travel agencies: Notify customers of final payment
Finance teams lose final-payment notes in booking records, risking late balances. Email customers when agents record final-payment notes so finance secures authorization before the balance due date.
Overview
Missed final-payment authorizations create late balances and friction between finance and reservations. This workflow routes agent-recorded final-payment notes into a customer-facing authorization email and a logged finance record, eliminating manual chase work and keeping bookings on track.
Notable Features
- Notify customers when note recorded
- Include booking and balance details
- Log authorization in finance record