Send refund and credit decisions to requesting staff daily

Refund form entries can leave billing unsure, delaying postings. It emails approvals or declines to requesters and supervisors each morning so accounts reconcile before next business day.

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Overview

Morning uncertainty about refunds slows reconciliation and frustrates client service. This flow turns yesterday's refund submissions into clear approved-or-declined emails to requesters and supervisors, so billing can post credits before the next business day. It reduces manual follow-up and keeps your accounts accurate ahead of daily close.