Notify on qualifying checkout payments and mark payers
Notify on qualifying checkout payments and mark payers
Your checkout payments without team visibility leave finance unsure which receipts need reconciliation or follow-up. The workflow alerts the payments channel and flags the payer for same-day processing.
Overview
When a checkout completes, your finance coordinators need immediate context to reconcile receipts and start onboarding. This workflow delivers concise payment details to the payments channel and flags the payer so reconciliation and next steps happen same day.