Keep accounting coordinators on top of invoice orders

Accounting coordinators miss check or invoicing orders in feeds, causing missed billing and collection delays. It logs them into your finance spreadsheet so collections are prioritized.

Overview

Missed invoices create cashflow headaches for finance teams. This workflow captures check payments and invoicing-marked orders into a single finance spreadsheet on status change, eliminating missed billing and letting accounting prioritize collections. Accounting teams report faster follow-up and fewer missed invoices.

Notable Features

Add invoice orders to spreadsheet
Flag check payments for follow-up
Notify accounting on new entries