Add invoicing row for pipeline deals to sheet

Your deals flagged for invoicing lack a central billing record, causing late invoices and missed collections. They are added to a shared billing sheet so billing staff can prepare invoices same day.

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Overview

Manual handoffs between CRM and billing cause late invoices and missed collections; this flow captures deals ready for billing and logs them in a shared billing worksheet. That gives billing staff immediate, invoice-ready rows and lets them reconcile and send invoices same day.