Skip to content
Add staff-booked clients to revenue log before billing run

Add staff-booked clients to revenue log before billing run

Your staff-created bookings land untracked in the scheduler, causing missed commission records and revenue blind spots. Keep reps' bookings reflected in your revenue log so commissions and billing reconcile before the next billing run.

Add staff-booked clients to revenue log before billing run

Workflow preview:

Zap details:

Add staff-booked clients to revenue log before billing run