Attach incoming invoice PDFs and update deal stage
Attach incoming invoice PDFs and update deal stage
Invoice PDFs arrive in inboxes unlinked to deals, delaying collections and obscuring close status. Attach PDFs to deals and populate the billing date so reps and finance act same day.
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Overview
Unlinked invoice PDFs create confusion and slow collections; routing them to the right deal removes that drag. This flow attaches invoices, extracts billing dates, and advances deal stages so reps and finance have accurate records same day.