Send HSA/FSA document request after checkout to customer
Send HSA/FSA document request after checkout to customer
Checkout records missing HSA/FSA docs stall reimbursements and create manual work for billing staff. It sends a doc request to customers and notifies billing so reimbursements finish before review.
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Overview
When purchases arrive without HSA/FSA proof, reimbursements stall and billing teams spend time chasing customers. This flow alerts your team and sends customers a request within minutes so reimbursements are ready before the next review.