Notify onboarding ops of open subscription invoices promptly

Onboarding coordinators miss open subscription invoices, blocking new customers from paid features. Alerts route invoice details to ops and onboarding so billing issues are resolved and access restored.

Overview

Onboarding coordinators risk stalled activations when subscription invoices stay open. This workflow routes invoice details to ops and onboarding and creates follow-up tasks, eliminating manual chase and protecting customer access. The result: fewer handoffs and zero missed billing follow-ups.

Notable Features

Send invoice alerts to ops
Create billing follow-up tasks
Escalate unpaid invoices to managers