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Create cashflow and payment task for new customers

Create cashflow and payment task for new customers

Your won deals lack cash details and payment tasks, creating bookkeeping backlogs. Receive cashflow rows and a payment-setup alert to billing and account owners within minutes.

Create cashflow and payment task for new customers

Overview

When a deal is marked won, this flow captures contract value, cash timing, and onboarding dates, writes a populated row into your cashflow workbook, and pings billing to set up collections. It eliminates manual handoffs so billing and account owners receive a populated cashflow row and payment-setup alert within minutes.

Create cashflow and payment task for new customers