IT: Route Pay-By-Finance orders to finance via email

IT administrators miss orders flagged 'Pay By Finance', causing billing delays and stalled reconciliation. Formatted invoices go to finance partners so reconciliation starts promptly.

Overview

When pay-by-finance orders don't reach accounting, billing stalls and reconciliation falls behind. This workflow ensures every qualifying order generates a formatted invoice sent directly to your finance partner, eliminating manual handoffs and enabling faster reconciliation. The result is cleaner audit trails and fewer missed billings.

Notable Features

Format invoices with order details
Send invoice emails to finance
Flag and route pay-by-finance orders