Sales ops: keep accounting updated when payments arrive
Sales ops: keep accounting updated when payments arrive
Sales ops miss payment form submissions, causing reconciliation delays and missed invoice postings. Route payments to accounting so finance reconciles invoices and records ACH without manual lookup.
Overview
Missed payment notifications create reconciliation gaps and cash-visibility risk for finance. This workflow routes every payment form to accounting and alerts the finance team, eliminating manual lookups so reconciliations happen faster with complete records.
Notable Features
- Notify accounting on each payment
- Attach invoice and payment details
- Create searchable payment records