From 8250e337e25fce8a5bb13e2978d7428d88acf064 Mon Sep 17 00:00:00 2001 From: Isabell Reedy <113355639+ireedy@users.noreply.github.com> Date: Wed, 20 Nov 2024 14:24:43 -0500 Subject: [PATCH] Add step to ensure Fleet receives PO's on time (#23966) --- handbook/finance/README.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/handbook/finance/README.md b/handbook/finance/README.md index 4730cc33fd..a92b7f8958 100644 --- a/handbook/finance/README.md +++ b/handbook/finance/README.md @@ -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