Send paid-job payment emails to project managers immediately
Send paid-job payment emails to project managers immediately
Paid jobs that don't trigger follow-up leave POs and bills unreconciled and delay vendor payments. This sends the assigned manager a payment checklist email so bills are reviewed and paid same day.
Workflow preview:
Zap details:
Overview
When a job moves to Paid, your billing rhythm needs to start immediately to keep vendor relations healthy. This flow routes a payment checklist to the assigned project manager so POs and invoices are reconciled and vendors can be paid the same day.