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Calculate accepted quote fees and update record fields

Calculate accepted quote fees and update record fields

You can't invoice when quote rows flip to preparing terms and fee totals stay blank. This calculates VAT and revenue splits so billing staff can invoice the same day.

Calculate accepted quote fees and update record fields

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Overview

When a quote moves into preparing terms, blank fee fields often block invoicing and delay consultant payouts. This flow computes VAT, total fees, and revenue splits and writes them back to the board so billing staff can issue invoices the same day.

Calculate accepted quote fees and update record fields