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Update README.md (#35772)

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handbook/finance/README.md
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@ -197,12 +197,15 @@ For Fleet customers outside of the United States or instances where a customer i
This reporting is performed to update the status of open or upcoming customer actions regarding the financial health of the opportunity. To complete the report:
1. Check [SVB](https://connect.svb.com/#/) and [Brex](https://accounts.brex.com/login) for any recently received payments from customers and record them in SFDC.
2. Go to this [report](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000001oc9Z2AQ/view) and this [report](https://fleetdm.lightning.force.com/lightning/o/Opportunity/list?filterName=00BUG000001Z3iP2AS) in SFDC.
3. Copy the template below and paste it into the [#help-sales slack channel](https://fleetdm.slack.com/archives/C030A767HQV) and complete all "todos" using the data from SFDC before sending.
2. Download the “Accounts receivable agings detail” [report](https://qbo.intuit.com/app/report/builder?rptId=sbg:73f15f2c-2671-4831-9f24-1faef280cfa2&type=system&token=AR_AGING_DET&previousRoute=standardreports&previousRouteText=Back%20to%20standard%20reports) from accounting system.
3. Copy the template below and paste it into the [#help-sales slack channel](https://fleetdm.slack.com/archives/C030A767HQV) and complete all "todos" using the data from accounting system before sending.
```
Weekly revenue report - [@`todo: CRO` and @`todo: CEO`]
- Number accounts with outstanding balances = `todo`
- Key summary on accounts receivables
- 90+ days past due: `todo`
- 31 - 60 days past due: `todo`
- 1 - 30 days past due: `todo`
- Number of customers awaiting invoices = `todo`
- Number of past-due renewals = `todo`
```
@ -211,17 +214,16 @@ Weekly revenue report - [@`todo: CRO` and @`todo: CEO`]
```
Hello,
This is a reminder that you have a coming due balance due for your Fleet Device Management premium subscription.
We have included the invoice here for your convenience.
For payment instructions, please refer to your invoice and reach out to [Fleet's billing contact] with any questions.
We are writing to follow-up on invoice [invoice number].
Could you provide an update as to when payment could be expected?
Please reach out to [Fleet's billing contact] with any questions.
Thanks,
[name]
```
5. 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.
6. If Finance is still awaiting a PO one week after the opportunity has been closed/won, reply to the thread in the Slack post, mention the CSM, and ask them to follow up with their customer contact.
7. Review the [Accounts receivable](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000001oc9Z2AQ/view) report in SFDC for customers on multiyear deals. For any customers due for invoicing within the next week, create an issue on the Finance board.
5. If Finance is still awaiting a PO one week after the opportunity has been closed/won, reply to the thread in the Slack post, mention the CSM, and ask them to follow up with their customer contact.
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