Stop voided sales slipping through for design directors

Design directors miss voided-sale updates, causing reconciliation gaps and client billing disputes. Create review tasks and notify ops and finance so voids are investigated quickly and reconciled.

Overview

Voided transactions create reconciliation gaps and client billing disputes for small design studios, risking cashflow and client trust. This workflow turns every voided sale into an assigned review task and alert so ops and finance investigate and reconcile quickly. Expect faster investigations and far fewer unresolved voids.

Notable Features

Create review tasks for voided sales
Notify ops and finance immediately
Include transaction details for reconciliation