Send invoice report alerts to your project lead
Send invoice report alerts to your project lead
Your payment reports come from an old form without routing, leaving reporters uncontacted. The workflow sends alerts to your lead so issues get resolved same day.
Overview
Legacy form payment reports often sit untriaged and block billing. Route each qualifying submission as a direct message to your project lead so they have context and contact details to act immediately. That turns unhandled reports into same-day follow-ups and keeps invoicing on schedule.