Notify staff of received client invoice payments in channel
Notify staff of received client invoice payments in channel
Your invoice payments can go unread in the ledger, delaying reconciliation and matter updates for billing staff. Get payment alerts in your finance channel so staff can reconcile same day.
Overview
Unseen payment receipts slow reconciliation and create extra manual work for billing staff and partners. This workflow broadcasts posted invoice payments to your finance channel so receipts appear within minutes and reconciliation can proceed same day. It keeps partners and your billing lead aligned without manual checks.