Update payment record from emailed receipt and reply
Update payment record from emailed receipt and reply
Your inbox gets emailed payment receipts that leave enrollment records incomplete and billing unclear. It extracts amounts via OCR, updates the configured worksheet, and replies to the sender promptly.
Overview
Payment receipts stuck in inboxes force agents into manual reconciliation and delay enrollments. This flow parses attachments, updates your worksheet automatically, and sends confirmations so support and billing see payment status within minutes.