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Create billing task from website intake form entries

Create billing task from website intake form entries

Your website intake forms for deposits often arrive untriaged, leaving billing items untracked. You create billing tasks and capture payment intent for same-day reconciliation.

Create billing task from website intake form entries

Overview

When deposit and lease intake forms pile up, reconciliation stalls and residents wait. Route each website submission into your billing board and create tasks so billing staff can reconcile deposits and close outstanding items the same day.

Create billing task from website intake form entries