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Create billing customer from new client intake record

Create billing customer from new client intake record

Your client intake often lacks a payment profile, causing invoice delays and extra manual work for billing staff. Create billing customers automatically so invoices can be issued same day.

Create billing customer from new client intake record

Overview

Client intakes that arrive without payment profiles create avoidable billing delays and manual work for your billing staff. This flow turns every new intake into a ready billing customer and writes the payment profile back to the intake record, letting billing issue invoices the same day.

Create billing customer from new client intake record