Send invoice receipt email and update payment record
Send invoice receipt email and update payment record
Your manual payment records often arrive without payer confirmation, which creates reconciliation ambiguity. It sends an invoice email and marks the record so finance can reconcile same day.
Overview
Manual payment rows without confirmation create reconciliation drag and client uncertainty. This workflow sends a professional invoice email and flags the payment record automatically so finance and sales ops can reconcile same day and reduce follow-up work.