Send referral payment statements to partners and CC team
Send referral payment statements to partners and CC team
Your referral statements are generated manually and sit unshared, delaying payout visibility. Get formatted PDF statements emailed to partners so billing can reconcile payments same day.
Overview
Manual statement creation and email threads slow reconciliation and frustrate partners. This flow produces formatted payment statements and emails them to partners automatically, letting billing and program coordinators reconcile payments same day.