Create new billing customers from course signup forms
Create new billing customers from course signup forms
Your course signups often arrive without billing-ready customer records, delaying billing and manual reconciliation for billing staff. Create billable customer profiles so invoices can be issued within the next billing run.
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Overview
Unprocessed signups force billing staff into manual record creation and slow invoicing. This flow turns each qualifying submission into a ready-to-bill customer profile so billing and program coordinators can issue invoices and reconcile within the next billing cycle.