Keep project managers' dunning cases updated with billing

Finance project managers miss invoice numbers on dunning cases, delaying collections and creating billing confusion. Keep cases updated from sheets so collections get accurate invoice and platform IDs.

Overview

Dunning cases missing invoice and platform IDs stall collections and create billing confusion. This workflow keeps case records aligned with your billing spreadsheet so collections always have correct invoice and platform IDs, eliminating misrouted billing inquiries and enabling faster payment follow-up.

Notable Features

Update case billing fields
Parse and format invoice IDs
Notify collections on changes