Notify operations of approved client payments in channel
Notify operations of approved client payments in channel
Your billing inbox receives approved payment receipts that can go untracked, delaying account reconciliation. Get immediate team visibility for approved payments so accounts reconcile the same day.
Overview
Stop reconciling payments from a scattered inbox—bring them to your operations channel instead. This flow surfaces approved receipts to billing and operations immediately, so accounts get updated and client matters move forward the same day.