Post payments and check balances
How you could use an agent
Use an agent to take a payment notice, remittance details, and the account ledger, then post the payment to the right customer account and compare the numbers for mismatches. It can draft a short note on the remaining balance and flag anything duplicated, partial, or hard to match so you can review it before the account is closed.
Where you stay involved
You review any mismatched or unclear payments, confirm where the money belongs, and approve the final posting. You also decide what to do when the remittance conflicts with customer instructions or looks suspicious.
