Attach invoices to sales opportunities for revenue ops

Sales reps miss invoice links on opportunities, causing forecasting gaps. Attach invoice numbers and created timestamps to the opportunity so revenue ops forecast and reps close with billing context.

Overview

Missing invoice links create forecasting gaps and slow closes for sales reps and revenue ops. Writing invoice numbers and timestamps onto the linked opportunity aligns billing with pipeline so forecasts reflect true billing status. That reduces reconciliation friction and prevents missed billing references during close.

Notable Features

Attach invoice numbers to opportunities
Record invoice creation timestamps
Alert revenue ops on mismatches