Back Office / Billing

A save play is prepared with the value already delivered, and a human decides — nothing is cancelled or refunded automatically.

Locate the client, assign the tasks, draft urgent outreach asking them to withdraw it, and build the representment evidence bundle before the deadline.

Find the client, pull the full 360, assign the save task, draft an urgent SMS and email for a human to send, and start the evidence bundle — all within 15 minutes, with no automatic refund.

Customer and Back Office classify the gap and prepare the correct human-reviewed next step without charging or inventing a subscription.

Within the hour: billing setup and agreement verified, CRM record corrected and staged, welcome email plus portal access delivered, and the right humans notified.

A broken card-on-file trail gets repaired before anyone tries to charge again.

Sales and Back Office verify the setup evidence and schedule before client handoff; no payment action originates from Twenty.

The $99, $149, or other approved first-payment result is reconciled as revenue evidence and included in the client handoff.

Back Office records the decline, Sales keeps the customer informed, and a human chooses the next approved recovery path.

Retries are prepared on schedule but never fire without an explicit human yes.

Listed on Billing desk due queue; charge only after Gate 0.5 package + human ACK.

Money landing triggers the post-charge journey instead of silence.

The $99 or $149 same-day selection is recorded for agreement, handoff, and reporting without becoming a charge instruction.

Nobody gets charged by a company they have not heard from in six weeks.

Human decides create-sub vs HOLD; never silent MIT.

Retoken request or HOLD; Gate 0.5 stays red for this person.

Every morning starts with a fresh, honest picture of who can be charged and what is broken.