Information services partners: send payment requests and update project status
Information services partners: send payment requests and update project status
Information services partners miss billing emails and lose payments. It emails billing contacts and marks the project 'Awaiting Payment' so accounts can chase customers and keep records current.
Overview
Missed billing emails cost revenue and leave project status out of date for information services partners. This workflow delivers invoices to billing contacts and flips projects to 'Awaiting Payment', creating a clear handoff for accounts. The result is fewer lost payments, clearer follow-ups, and more reliable project payment records.
Notable Features
- Send payment requests with attachments
- Mark project status as Awaiting Payment
- Notify accounts to follow up