Keep support ops ahead of invoice eligibility and routing issues

Support ops miss invoice eligibility, causing billing escalations. Scheduled checks route eligible invoices into the payments intake and flag exceptions for review.

Overview

Billing escalations consume support ops time and frustrate customers. This workflow keeps support ops ahead by routing qualifying invoices straight into the payments intake and flagging exceptions for review, eliminating manual triage. Finance receives cleaner submissions and customers get faster answers.

Notable Features

Run scheduled invoice eligibility screenings
Route approved invoices to payments intake
Flag non-eligible invoices for manual review