Keep construction pickup fees captured and charges attempted

Director of customer relations misses pickup form charges, causing aging unpaid equipment fees. This creates billing items, attempts charges, and notifies customers so fees are captured.

Overview

Missed pickup charges create aging receivables and strain client relationships in construction. This workflow turns every pickup submission into a bill, attempts payment, updates deal status, and notifies customers—so finance and customer relations stop missing fees and aging balances get resolved.

Notable Features

Create billing line items
Attempt card charges and record
Notify customers and update deals