Project managers: create billing customers from pre-screen forms
Project managers: create billing customers from pre-screen forms
Project managers miss billing details on pre-screen forms, delaying invoices and onboarding. Create billing customers from each form so finance and onboarding can bill and onboard without manual entry.
Overview
Missed or incorrect billing details stall invoicing and client onboarding. This workflow ensures every pre-screen submission becomes a billing customer record so finance and project teams can start invoicing and onboarding without manual handoffs, reducing manual entry errors and improving handoffs.
Notable Features
- Create billing customers from forms
- Validate email and phone fields
- Notify finance and onboarding instantly