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Create new client billing record and notify finance team

Create new client billing record and notify finance team

Your intake form responses for new organizations arrive unstructured and delay account setup and billing. Log entries to a billing sheet and alert finance so onboarding and invoicing happen same day.

Create new client billing record and notify finance team

Overview

Stop manual copying of new customer billing details into trackers and eliminate invoice delays by capturing intake responses centrally. Finance receives a completed record and an email alert within minutes so accounts receivable can onboard and invoice clients same day.

Create new client billing record and notify finance team