Mark recurring invoices as billed for client records
Mark recurring invoices as billed for client records
Your recurring client invoices sometimes slip through, scattering monthly billing visibility. It flags the customer as billed in your client system so coordinators see status within 7 days.
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Overview
Stop chasing whether recurring client invoices were actually logged and acted on for your church clients. This flow reliably marks clients as billed in your client system within seven days so coordinators can reconcile and initiate follow-up on time.