From 2ec3bf4080503de766f75c3c7d847b75218839c1 Mon Sep 17 00:00:00 2001 From: Isabell Reedy <113355639+ireedy@users.noreply.github.com> Date: Fri, 21 Jun 2024 15:43:36 -0400 Subject: [PATCH] Include check for upcoming invoices in weekly ritual (#19849) Noticed whilst doing the weekly revenue report that we are due to invoice Reddit for year 2 in 5 days. Thought it is probably a good idea to check for upcoming invoices every time as part of this process. ... --- handbook/business-operations/README.md | 1 + 1 file changed, 1 insertion(+) diff --git a/handbook/business-operations/README.md b/handbook/business-operations/README.md index 081cf7ffb5..ebc5b3e88a 100644 --- a/handbook/business-operations/README.md +++ b/handbook/business-operations/README.md @@ -151,6 +151,7 @@ Thanks, [name] ``` 4. If any accounts will become overdue within a week, reply in thread to the slack post, mention the opportunity owner of the account, and ask them to notify their contact that Fleet is still awaiting payment. +5. Review the [billing cycles](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000000yGjR2AU/view) report in SFDC for customers on multiyear deals. For any customers due for invoicing within the next week, create an issue on the Business Operations board. ### Run US commission payroll