Create billing task from client onboarding form submission
Create billing task from client onboarding form submission
Your onboarding forms can leave billing without completed documents, delaying fee setup. This creates a billing task with the completed form attached so billing staff can start setup same day.
Overview
Onboarding submissions often arrive without a clear billing handoff, which stalls fee setup and causes manual follow-ups. This flow files the completed form into the client folder and opens a billing task with attachments and checklist so your billing staff can begin setup the same day.