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Create payment-check tasks for filtered deals on 20th

Create payment-check tasks for filtered deals on 20th

Your deals lack a recurring payment review, leaving billing staff without prioritized follow-ups. Create scheduled payment-check activities on the 20th so follow-ups occur same day each month.

Create payment-check tasks for filtered deals on 20th

Overview

Run a monthly sweep that turns a filtered deal list into clear payment-check tasks for your billing staff. By scheduling this on the 20th, account owners get same-day, prioritized follow-ups and reconciliation stays on track.

Create payment-check tasks for filtered deals on 20th