SaaS Marathon Bench · Task 4

Match client deposits to invoices

Some of the year's client payments reached the bank under a name that isn't the client's own. The agent works out which client and invoice each of those deposits pays, writes that in the transaction's note in Mercury and marks it reviewed. A payment fell short of its invoice: the agent records the difference on the client in HubSpot and drafts an email to their billing contact for the remainder.