Create accounting sales invoice and update CRM record
Create accounting sales invoice and update CRM record
Your CRM invoices lack matching accounting records when marked ready for billing, creating reconciliation gaps and delayed collections. Create the accounting invoice and update CRM so billing can reconcile before the next payment run.
Overview
Manual handoffs between sales and finance cost time and delay collections. This flow creates the accounting invoice and writes the invoice number and link back into the CRM so billing staff can reconcile and act on payments the same day.