Training operations director: flag payments missing emails

Operations directors in training see payments without customer emails, creating orphaned transactions that stall reconciliation. Alerts send these cases to ops to create records and reconcile.

Overview

Orphaned payments without customer emails create reconciliation bottlenecks that delay client enrollment and accounting. This workflow flags those payments and routes them to ops so staff can create customer records and reconcile receipts, preventing accounting backlogs and missed follow-ups. Teams report faster response times and zero missed follow-ups after implementing similar alerts.

Notable Features

Flag payments missing customer email
Notify ops via preferred channel
Attach payment details for review