Send billing details request when deal moves to onboarding

Your deals move to onboarding without billing details, causing delayed invoices and stalled customer setup. Get billing requests sent automatically so onboarding and invoicing proceed same day.

Overview

When deals move into onboarding without billing details, setup and invoicing stall and support teams scramble. This workflow sends a branded billing request and records the outreach so onboarding coordinators and billing staff can complete setup and start invoicing the same day.