Founders: keep customer billing records updated on job creation
Founders: keep customer billing records updated on job creation
Founders miss job numbers and tax flags on customer records, causing billing errors. Updates add job number and tax flag so billing and ops have accurate invoices.
Overview
Founders risk billing mistakes and disputed invoices when job info doesn't reach accounting. This workflow writes the job number and tax flag to the customer record so billing and operations have invoice-ready accounts and full account context. Expect fewer billing errors and faster resolution of invoice issues.
Notable Features
- Add job numbers to records
- Set taxability on account
- Notify billing and ops staff