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Create invoice tracker rows for onboarding call contacts

Create invoice tracker rows for onboarding call contacts

Your onboarding call records don't generate invoice rows, so billing and coordinators must track manually and miss billing windows. That keeps billing ready and reconciled before the next billing run.

Create invoice tracker rows for onboarding call contacts

Overview

When onboarding calls are recorded without invoice entries, billing cycles stall and manual work grows. This flow captures each onboarding as a tracked invoice row and flags duplicates so billing staff have reconciled entries ready before the next billing run.

Create invoice tracker rows for onboarding call contacts