Send payment received notice to payments team channel
Send payment received notice to payments team channel
Your client payment records can be missed in the practice system, delaying reconciliation and case billing. It posts payment details to your team channel so you can reconcile accounts the same day.
Workflow preview:
Zap details:
Overview
When a client payment posts in your practice management system it’s easy to miss and delay trust accounting or case budgeting. This routes a clear, formatted payment notice into your payments channel so you or your billing contact can reconcile the same day and keep case finances up to date.