Business owner alerts finance when billing status flips

Business owners miss billing details when status flips to Ready to Bill, causing proration errors. Notify billing with contract and pricing so invoices include correct prorations and recurring fees.

Overview

Missed proration details and delayed invoices create reconciliation headaches for business owners. This workflow routes installation, contract, and pricing details to billing when status flips to Ready to Bill, eliminating manual consolidation so billing teams produce accurate prorated and recurring invoices and reduce billing discrepancies.

Notable Features

Notify billing with full details
Attach installation and contract summary
Create billing task for follow-up