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Add step to ensure Fleet receives PO's on time (#23966)

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Isabell Reedy 2024-11-20 14:24:43 -05:00 committed by GitHub
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handbook/finance/README.md
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@ -271,7 +271,8 @@ Thanks,
```
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. 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 Finance board.
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 [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 Finance board.
### Obtain a copy of Fleet's W-9