Skip to content
Log inSign up
Templates
Create billing contacts from new financial service leads

Create billing contacts from new financial service leads

Financial-type service contacts often don't reach billing, causing invoice delays. Accounts receivable can invoice promptly when contacts reach billing, ahead of the next cycle.

Create billing contacts from new financial service leads

Overview

When service contacts marked for billing never arrive in accounts receivable, invoices get delayed and collections slow. This workflow ensures financial-type contacts are added to your billing customer list so billing staff can invoice promptly and reconcile ahead of the next cycle.

Create billing contacts from new financial service leads