Keep member billing tracked and next-charge dates updated

Operations coordinators miss paid orders in noisy feeds, causing renewals to be overlooked. It logs paid orders into the monthly tracker and coach sheet with a next-charge date so managers catch renewals.

Overview

Missed paid orders create blind spots in membership tracking and put renewals at risk. This workflow ensures each paid order lands in the monthly membership tracker and the right coach worksheet with a calculated next-charge date, eliminating manual entry and preventing overlooked renewals. Managers get a clear renewal pipeline and fewer reconciliation headaches.

Notable Features

Record orders to monthly tracker
Add rows to coach worksheets
Calculate next-charge date per order