Send courtesy creation notice to billing and operations
Send courtesy creation notice to billing and operations
Your courtesy credit events arrive without context, so billing can't reconcile or approve them promptly. Get contextual email alerts so staff can reconcile credits the same day.
Overview
Courtesy credits must land in the right hands with full context or billing will spend hours reconciling records. This flow converts incoming event hooks into concise email notices so billing and program coordinators can reconcile and approve credits the same day.