Skip to content
Log inSign up
Templates
Update onboarding tracker when second recurring invoice pays

Update onboarding tracker when second recurring invoice pays

Your onboarding tracker misses paid status for recurring customers, delaying account enablement. Keep onboarding rows current so project managers and billing staff act the same day.

Update onboarding tracker when second recurring invoice pays

Overview

Stop manual lookups when recurring invoices clear — automatically flag onboarding rows so project managers and billing staff have a single source of truth. That reduces handoffs and gets accounts enabled the same day, keeping campaign schedules on track.

Update onboarding tracker when second recurring invoice pays