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Billing holds & invoice rules
A clear policy for overdue recurring accounts.
Open the workflow →YOUR CREWTEND GUIDE
Billing holds & invoice rules
01Choose the threshold+
Set the number of overdue days before recurring work is held.
02Choose communication+
Decide whether the company should notify the customer when a provider is connected.
03Review the account+
See held work in the office queue and resolve the balance before scheduling again.
HOW IT FITS YOUR WORKDAYA little more clarity.
A little more clarity.
At every step.
Open each step to explore the workflow.
01Choose the threshold
+
Set the number of overdue days before recurring work is held.
Plan your setup →02Choose communication
+
Decide whether the company should notify the customer when a provider is connected.
Find your industry →03Review the account
+
See held work in the office queue and resolve the balance before scheduling again.
Explore connected features →YOUR NEXT CHAPTERGreat work deserves
Great work deserves
a better workday.
Try CrewTend for 30 days, then choose a paid plan that fits your business.
CREWTEND / 30-DAY TRIALRoom for your
Room for your
next chapter.
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