Save payment receipts to shared folder for deposits
Save payment receipts to shared folder for deposits
Your office payment submissions lack organized receipts, delaying reconciliation and audit readiness. Saving each screenshot as a named file gives billing staff same-day review.
Overview
If payment receipts land in inboxes or form storage without a consistent name or location, reconciliation and audits slow to a crawl. This flow captures submitted attachments and deposits them into named files so billing can review and reconcile the same day.