Business owners: Never miss charge code 105 invoice alerts
Business owners: Never miss charge code 105 invoice alerts
Business owners miss invoices tagged 105, causing referral coordinators to overlook billing follow-up. Alerts to the APS operations inbox prompt referral coordinators to start follow-up.
Overview
Missed invoice alerts leave referral coordinators blind to billing and create escalation risk. This workflow routes every invoice created with charge code 105 into the APS operations inbox and creates a visible follow-up task, ensuring zero missed follow-ups and clearer billing oversight.
Notable Features
- Notify APS operations inbox immediately
- Filter deals by charge code 105
- Create follow-up tasks for coordinators