Send weekly outstanding billing form summary to finance

Your merchant billing forms remain in a sheet, leaving finance unable to finalise onboarding. Receive a weekly digest so your onboarding team can clear forms before the next billing run.

Overview

Every week this flow delivers a focused list of merchants with incomplete billing forms to your finance onboarding channel so coordinators and sales ops can prioritise follow-up. That clears onboarding blockers and ensures merchant records are ready before the next billing run.