Help marketing ops keep overdue payments updated and flagged

Marketing ops lose sight of payment statuses, causing invoice disputes and paused campaign budgets. This updates overdue payment records and marks sent notices so finance can prioritize follow-up.

Overview

Marketing ops often lose billing accuracy when payment statuses fall out of sync, leading to invoice disputes and paused campaign budgets. This workflow keeps overdue records and sent-notice flags current, turning scattered alerts into a clear prioritization queue so finance can act and avoid missed follow-ups.

Notable Features

Update overdue records on status change
Set sent-notice flag for overdue invoices
Notify finance to prioritize collections