Review Stripe before Processing BCR Requests

Access Customer Data:

1. Locate company records in HubSpot.
2. Navigate to Stripe integration and access the customer’s Stripe profile.

Review Financial Status:

1. Inspect pending or outstanding invoices:
   • Check for any invoices marked as uncollectible or unpaid.
   • Ensure there are no pending transactions that could affect account status.

Update Internal Records:

1. Add a note in HubSpot under the relevant request to document findings.
2. Tag the responsible ticket owner (e.g., William) to alert them to any issues.
3. Communicate key information:
   • Mention specific issues like uncollectible invoices.
   • Include any relevant dates and actions taken (e.g., “As of August 6, 2023, invoice marked as uncollectible”).

Final Actions:

1. Communicate with the ticket owner about the financial status and necessary next steps.
2. Ensure resolution of financial discrepancies before proceeding with reactivation or upgrade of services.