Customer billing request flow
OverviewThis article explains when to use customer billing request flow, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appe
Overview
This article explains when to use customer billing request flow, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Customer billing request flow sits within Work / Customers. It is designed to work alongside related articles such as Creating a customer, Creating a customer subscription, Customer communication actions, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Go to, Edit, Create subscription, Cancel, View Setup Link.
Important fields
- Amount (£): Complete this value carefully before you save.
- Frequency: Choose the option that best matches the current record.
- Day of month (1–28): Complete this value carefully before you save.
- From: Complete this value carefully before you save.
- Team member: Look for input such as “Select team member”.
- To: Comma separated
- Customers (optional): Look for input such as “No customers selected”.
- Jobs (optional): Look for input such as “No jobs selected”.
- Recipient email: Complete this value carefully before you save.
- BCC myself: Turn this option on only when it applies to the current workflow.
- Subject: Look for input such as “Enter email subject”.
- Message: Look for input such as “Enter your message. Use variables below to insert dynamic content.”.