Customer support ops keep invoiced jobs updated on boards
Customer support ops keep invoiced jobs updated on boards
Customer support ops miss invoices not reflected on job boards, causing billing gaps and follow-ups. It moves invoiced cards to the Job Invoiced list so support and billing act on billing status.
Overview
Missed invoice updates create billing gaps and extra manual follow-ups for customer support ops. This workflow ensures every invoiced job card lands in the Job Invoiced list, giving support and billing a single source of truth so they act on accurate billing status. Teams report faster handoffs and fewer manual status checks.
Notable Features
- Move job cards on invoice creation
- Filter invoices by office or service
- Notify support and billing channels