Log in-process payments to central finance tracker sheet
Log in-process payments to central finance tracker sheet
Your deals hitting the configured payment stage lack a single ledger entry and delay collections. Log each event to a central sheet so billing staff can reconcile and act same day.
Overview
When deals enter the payment stage, finance needs a single source of truth to act quickly. This flow logs each payment-stage deal to a shared sheet so billing staff can reconcile and follow up the same day, keeping the next billing run on schedule.