Notify accounting and flag jobs missing POs five days out
Notify accounting and flag jobs missing POs five days out
Your appointments five days out sometimes lack customer PO numbers, delaying billing and field teams from finalizing invoices. It preserves billing continuity and captures POs before the service date.
Overview
If POs arrive late, billing stalls and field crews start the day without cleared paperwork; this flow catches missing POs five days ahead and pushes an actionable alert to accounting. The team gets a clear, dated notice and invoices are updated before the service appointment, reducing last‑minute hold ups.