Add upcoming due invoices to shared tracker for accounts

Your due invoices live only in accounting, so account managers lack a prioritized list for collections and renewals. This builds a shared tracker so teams can begin outreach within two business days.

Overview

When invoices approaching due dates are scattered in accounting, account managers miss timely collection and renewal opportunities. This workflow turns those upcoming dues into a single, shared tracker so Sales Ops can prioritize outreach and start collections within two business days.