Skip to content

Keep finance calendars updated for billed appointments

Finance coordinators miss billing when consultations aren't logged in billing calendar. Create billing entries from scheduled events so finance can start invoicing and prevent missed invoices.

Keep finance calendars updated for billed appointments

Overview

Missed billing events create revenue leakage and complicate month-end close for finance teams. This workflow turns scheduled consultations into billing calendar entries so finance can start invoicing promptly and avoid missed charges.

Notable Features

  • Create billing calendar entries
  • Filter events by appointment type
  • Notify finance of new billing entries

Keep finance calendars updated for billed appointments