Tag paid client contacts and notify billing team
Tag paid client contacts and notify billing team
Your payments sometimes arrive without description or contact context, blocking billing and intake from reconciling or onboarding clients. Automate tagging and alerts so records reconcile same day.
Overview
Payments that aren't tied to a client record create friction between intake and billing; this flow attaches payment context directly to contacts and alerts your team for missing details. That means reconciliations and onboarding can proceed without manual searches, typically resolving issues the same day.