Skip to content
Create payment customer profile from accepted tenant terms

Create payment customer profile from accepted tenant terms

Your tenant contacts marked as accepting terms often lack payment customer records and stall invoicing. Create payment customer profiles automatically so billing staff can invoice same day.

Create payment customer profile from accepted tenant terms

Workflow preview:

Zap details:

Overview

When tenant acceptance doesn't produce a payment customer, billing waits and invoices slip. This flow creates payment customer records automatically when tenants accept terms, letting billing issue invoices same day and reducing collection delays.

Create payment customer profile from accepted tenant terms