Send payment receipt and claim notice to partner
Send payment receipt and claim notice to partner
Your claim payment receipts stay only in the payments feed, leaving partners and billing without a stored receipt. Store a PDF and email partners so reconciliations complete same day.
Overview
When a claim payment completes, partners and billing need immediate proof and access so operations and reconciliation don't stall. This flow turns the payment receipt into a stored PDF and emails partners and billing within minutes, enabling same-day reconciliation and access to estimate files.