Add urgent billing note for fast-track form submissions
Add urgent billing note for fast-track form submissions
Your fast-track form responses lack a billing flag and sit in the regular queue. This adds an urgent billing note to the contact so billing can invoice and move the request ahead same day.
Overview
When customers opt into paid fast-track on your intake form, billing often misses the signal and invoices late. This flow writes an urgent billing note on the contact so billing teams see payment intent and can invoice and move the request ahead the same day.