Update payment record with PDF amount and date
Update payment record with PDF amount and date
Unparsed payment PDFs in your records leave billing without amounts or dates for reconciliation. It auto-populates amount and date fields so finance can reconcile same day.
Workflow preview:
Zap details:
Overview
Unparsed payment PDFs force manual lookups and slow reconciliation. This flow extracts totals and dates and writes them back to the payment record so billing staff can reconcile and close items the same day.