Business owner: set final or deposit invoice flag

Business owners get booking acceptances with close operation dates, causing wrong invoice types and billing disputes. It sets the deal's invoice action so finance issues the correct invoice.

Overview

Misissued invoices create reconciliation headaches and expose finance to audit risk. This workflow ensures every booking maps to the right invoice type, eliminating miscoded invoices and giving finance a clear audit trail and faster handoffs.

Notable Features

Evaluate operation date vs threshold
Set invoice action on deal records
Notify finance with audit note