Mark credit memos ready for refund for billing team
Mark credit memos ready for refund for billing team
Your credit memos arrive via webhook without refund status, forcing manual checks. Get ready-for-refund flags applied automatically so finance can batch refunds same day.
Overview
Unflagged credit memos are a hidden drag on your refund cycle—this flow stops manual chasing by applying a ready-for-refund status automatically. Finance and project leads see updated refund-ready records within minutes, enabling same-day batching and cleaner reconciliation.