Nathan Henderson, CPA
Personal site for projects and writing.

Credit memo notifier

Private Anonymized

A mailer that loads refund records, renders credit note emails, and supports safe test-first runs.

What I built

  • Loads Excel records with alias-tolerant column mapping.
  • Renders compliant credit note details with tax breakdowns.
  • Supports test-only runs, throttling, and resumable sends.

Stack

Python / pandas / SMTP / Gmail app passwords

Outcomes

  • Notified hundreds of members with compliant credit note details.
  • Provided documentation for CRA sales tax reversal requirements.

Details available on request.

Screenshots and examples use synthetic or redacted data.

Notes

Production CLI for membership refund notifications.