Notify finance team of new overpayment deposit records
Notify finance team of new overpayment deposit records
Your overpayment bank transactions arrive untriaged, leaving billing unsure whether to refund or credit the customer. Triage and notify billing so refunds or credits are processed same day.
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Overview
When overpayments hit the ledger, billing often waits for context and reconciliation stalls. This workflow surfaces payer and amount details directly to billing so refunds or credits are triaged and completed the same day.