Mark training invoices paid for systems coordinators now
Mark training invoices paid for systems coordinators now
Systems coordinators miss matching training payments to bookings, leaving booking statuses unpaid and ops reconciling manually. This workflow marks invoices paid so bookings reflect payment.
Overview
Missed payment matches create revenue recognition risk and force systems coordinators into manual reconciliation. This workflow ties payment events to the booking sheet so invoice status flips to paid without manual steps, eliminating follow-ups and keeping operations focused on confirmations.
Notable Features
- Mark booking records as paid
- Notify systems coordinator on misses
- Add audit note for finance