Save payment attachments to shared records for billing
Save payment attachments to shared records for billing
You get payment emails with image attachments that pile up and delay reconciliation for billing staff. Save each receipt to a shared folder so billing staff can reconcile same day.
Overview
Unprocessed payment email attachments slow down billing and reconciliation and create extra manual work for your accounts payable team. This flow captures and files each receipt to a shared finance folder so billing staff can reconcile and prepare invoices the same day.