Update booking payment and vendor details in records
Update booking payment and vendor details in records
Your booking records often arrive without vendor or payment details, forcing billing into manual lookups. It enriches bookings so billing can reconcile and invoice the same day.
Overview
Missing vendor or payment details on bookings forces billing into manual lookups and slows invoicing. This flow automatically finds the best prospect match and populates booking payment fields so billing staff can reconcile and invoice the same day.