Business owners: flag opportunities as unpaid when invoices appear
Business owners: flag opportunities as unpaid when invoices appear
Business owners lose unpaid invoices when invoice numbers aren't flagged, creating collection delays and audit risk. It flags opportunities as Unpaid so finance and sales prioritize collections.
Overview
Unflagged invoice numbers create collection gaps and audit exposure for finance leaders. This flow marks every opportunity with an invoice number as Unpaid and notifies finance and sales, transforming visibility so collections start sooner and compliance gaps close.
Notable Features
- Flag opportunities when invoice added
- Notify finance and sales instantly
- Prevent unpaid invoices from slipping