Payment Notifications for Accounting and Operations Teams

Please add the ability for Accounting and Operations team members to receive payment notifications, even if they are not listed as team members on the quote or project.

Currently, payment notifications are primarily visible to the quote owner or users directly associated with the project. This creates operational challenges because Accounting and Operations teams need immediate visibility when customer payments are received in order to process transactions, update records, release orders, and maintain accurate financial information.

We recommend adding a configurable setting or checkbox that allows administrators to automatically notify specific departments or users (such as Accounting and Operations) whenever a payment is received.

Business Impact:

Many organizations require Accounting and Operations teams to act on customer payments as soon as they are received. In practice, sales managers do not always remember to add all internal stakeholders as project team members, causing important payment notifications to be missed.

Without timely notification:

• Payments may not be processed promptly in ERP systems such as Odoo.

• Order fulfillment can be delayed.

• Cash application and reconciliation require additional manual effort.

• Internal visibility into customer payments is reduced.