Keep finance teams aware of pending deposit invoices

Finance managers miss invoices moved to pending, leaving deposits overlooked and collections stalled. It logs each pending deposit into an unpaid sheet so finance can prioritize collections.

Overview

Untracked pending deposits create reconciliation gaps and slow collections, exposing finance to audit and cashflow risk. This workflow captures every invoice that flips to pending into a central unpaid-deposit sheet so finance and operations can prioritize collections and keep a clean audit trail.

Notable Features

Add pending invoices to unpaid sheet
Notify finance and operations
Prevent duplicate entries with lookup