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Create final bill watch card for vacating customers

Create final bill watch card for vacating customers

Your offboarding form submissions often lack a tracking task, so final bills go unmonitored during move-out. It creates a watch card for billing staff so invoices are chased before move-out.

Create final bill watch card for vacating customers

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Overview

Offboarding submissions are a key moment to collect final payments, but without a tracking task invoices slip through. This workflow creates or updates a watch card with contact balances and a billing comment so your billing staff can chase final invoices before move-out.

Create final bill watch card for vacating customers