Keep billing staff on top of tenant charge requests

Billing staff miss tenant charge forms buried in submissions, causing delayed billing and tenant disputes. Route each form to billing so invoices start promptly.

Overview

Missed tenant charge forms create delayed billing and tenant disputes that erode trust. This workflow delivers every submitted charge to billing and produces an invoice draft, removing overlooked requests and enabling prompt invoicing. Finance leaders gain cleaner audit trails and fewer billing follow-ups.

Notable Features

Route form submissions to billing
Notify billing staff via Slack
Create invoice draft in accounting