Business owners keep master job cards updated when not paid
Business owners keep master job cards updated when not paid
Business owners lose billing follow-ups when jobs move to the Not Paid board and go unnoticed. Keep the master change log current so operations and billing start follow-up and avoid reconciliation gaps.
Overview
Missed Not Paid statuses create billing follow-up gaps and reconciliation headaches for a small business owner. This workflow keeps the master change log aligned with board status and notifies operations and billing, ensuring accurate records and timely follow-up for cleaner reconciliation.
Notable Features
- Update master change log when status changes
- Notify operations and billing stakeholders
- Create auditable entries for reconciliation