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Create monthly payment follow-up tasks for billing accounts

Create monthly payment follow-up tasks for billing accounts

Your monthly payment checks miss month context, leaving billing unsure which accounts need follow-up. Create scheduled check activities so billing can verify gaps and act before the next billing run.

Create monthly payment follow-up tasks for billing accounts

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Overview

Run a monthly, school-year aware check that places a clear follow-up task in billing's queue so coordinators can act without hunting through deals. It turns an ambiguous payment list into prioritized work, surfacing gaps before the next billing run.

Create monthly payment follow-up tasks for billing accounts