Turn signed leads into billing customers for business owners

Business owners miss invoices when signed leads aren't converted to billing customers. Create billing customers when status becomes Client Signed Online so finance can invoice and set payments.

Overview

Missed billing from unsigned conversions creates cashflow friction and reconciliation headaches. This workflow turns every signed lead into a billing customer so finance can invoice and set payment terms without manual handoffs. The result is cleaner accounts and zero missed follow-ups between sales and finance.

Notable Features

Create billing customer records automatically
Map lead fields to invoices
Notify finance of new accounts