Send relay receipt emails to matching customer contacts
Send relay receipt emails to matching customer contacts
Your relay receipt emails lack a linked customer record, leaving project managers without a verified receipt for billing. Route receipts to the correct contact for same-day confirmation.
Overview
When relay receipts arrive unlinked, project managers and billing staff spend time chasing confirmations and invoices slip. This flow extracts identifying details, finds the matching customer record, and delivers the receipt attachment to the correct contact within minutes, ensuring same-day billing readiness.