Create a potential record and queue billing job
Create a potential record and queue billing job
Unrecorded job webhooks leave your potentials incomplete and force ops and billing into manual entry. Capture each job into your potentials table and enqueue billing so invoices are ready same day.
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Overview
Stop relying on manual entry when jobs arrive from external systems. This flow captures each incoming job into your potentials table and queues a billing job so reps and billing staff can invoice and act within minutes. It reduces handoffs and keeps your billing pipeline moving same day.