Add new customer payment methods to billing records
Add new customer payment methods to billing records
Your customers' added payment methods can go untracked, delaying invoicing and collections. Capture each new payment method into a single billing sheet so records are current before the next billing run.
Overview
When agents or customers add payment methods, finance needs a reliable record to bill and reconcile. This flow centralizes every new payment method into a single billing sheet, so billing staff can act immediately and close subscriptions before the next billing run. It reduces missed charges and keeps collections ready on schedule.