Customer support ops keep boards updated when invoices post
Customer support ops keep boards updated when invoices post
Customer support ops miss invoiced cards, leaving billing overlooked and manual reconciliation. Cards move to the invoiced list when invoices post, so operations and billing see invoiced jobs within minutes.
Overview
Missed invoicing on regional jobs creates billing gaps and extra reconciliation work. Zapier keeps your project board aligned with the billing system so operations and billing see invoiced jobs as they post, eliminating manual tracking and reducing reconciliation headaches.
Notable Features
- Move job cards to invoiced list
- Notify operations and billing
- Filter invoices by office name