Send first deposit invoice email to customer contact
Send first deposit invoice email to customer contact
Deposit emails often miss recipient info, delaying collections and creating manual billing follow-up. Then the invoice is sent to the extracted contact, requesting the deposit same day.
Overview
Unstructured deposit requests in your inbox force AR staff into slow, manual follow-up. This flow extracts recipient details and issues the first deposit invoice automatically, so billing coordinators can request deposits same day and avoid repeated chasing.