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Create cheque bounce note and attach invoice to deal

Create cheque bounce note and attach invoice to deal

Your expense private notes can say NSF or stop payment, leaving bounced invoices untracked for collections. Benefit: sales and billing get a deal note and invoice for same-day outreach.

Create cheque bounce note and attach invoice to deal

Overview

When bounced cheques aren’t surfaced to reps, collections slow and invoices age. This workflow writes a deal-level note, attaches the invoice, and alerts the deal owner so sales and billing can perform same-day collection outreach.

Create cheque bounce note and attach invoice to deal