Daily

• Marketing
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  • Pax8
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    • Bonus
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• Sales
  • Prospecting
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• Support
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  • Onboarding
    • Ingram Micro
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  • Invitation

Bill

Vanta

• Update Invoice Table
  • Watch: https://www.loom.com/share/58d717ecf5e4415e86ed2252aee1a3c9
• Send Bill @abhiyerra

Pax8

Ingram Micro

• Sync from Ingram
• AWS Pay
• Other Subscriptions
• Prepare invoices
• Send invoices to all clients
• Track and confirm payments

Invoice Review

Invoice all customers due for invoicing this week.

Tasks

• Harvest
• Stripe Review