Set lead billing status from incoming lead data
Set lead billing status from incoming lead data
Your lead records lack consistent billing flags when intake sends allocation or payment markers. The workflow sets billable, credited, prepaid, or not billable so billing staff see correct status same day.
Overview
When intake payloads don't translate into billing flags, reconciliation and invoicing stall. This flow converts allocation and payment markers into explicit billing statuses and timestamps so billing staff and owners reconcile revenue the same day and avoid manual triage.