Head of controlling: keep billing and dunning aligned
Head of controlling: keep billing and dunning aligned
Head of controlling misses escalated payments, causing reconciliation gaps and lost collections. This updates CRM and dunning logs so finance and ops view billing status and prioritize collections.
Overview
Legal practices risk lost revenue and client friction when escalated payment events don't flow into billing and CRM. This workflow aligns CRM, contract, and dunning updates so finance and operations see accurate billing status, avoid missed collections, and shorten reconciliation cycles.
Notable Features
- Detect escalated payment events
- Update customer, contract, dunning records
- Notify finance and operations instantly