Link new subscriptions to recurring projects for billing
Link new subscriptions to recurring projects for billing
Your new subscription rows lack project links, forcing billing staff to perform manual lookups and delaying invoices. Link subscriptions to recurring projects so invoices can be issued same day.
Overview
When subscriptions arrive without a linked project, billing and project teams spend hours on manual lookups and invoices slip. This flow finds matching recurring projects and links them automatically or alerts billing so invoices and resourcing can proceed same day.