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.

Mark credit memos ready for refund for billing team

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.

Mark credit memos ready for refund for billing team