Move eligible contract cards to billing list for invoicing
Move eligible contract cards to billing list for invoicing
Your renewal contract cards sit untriaged in the workflow list, causing billing delays. Get invoices prepared so your billing staff can process tasks ahead of the next billing run.
Overview
Untriaged renewal cards create billing blind spots and slow AR cycles. This flow routes qualifying renewals straight to the billing queue so finance can prepare invoices the same day, reducing processing lag before the next billing run.