Add customer invoice payment link to deal record
Add customer invoice payment link to deal record
Your invoices aren't linked to deal records, forcing reps to search for payment URLs and delaying order confirmation. Attach invoice links to deals so sales ops can share URLs and close orders fast.
Overview
When invoices aren't linked to deals, reps waste time finding payment links and order confirmations stall. This flow automatically records invoice→deal pairings, surfaces the payment URL on the deal, and restores billing info so sales ops can share links and close orders within minutes.