Attach accounting invoice PDFs to customer deals for billing

Your accounting invoices are not attached to customer deals, leaving billing and installers without invoice context. Files get added to the deal so teams can reconcile same day.

Overview

Keep invoices visible where deals live so billing and field teams never search multiple systems for payment context. By attaching invoice PDFs to the customer deal and adding an engagement note, your team can reconcile and act on invoices the same day.