Create and send deposit invoices from deal records
Create and send deposit invoices from deal records
Your deal deposits stall when webhooks don't create invoices. Generate and email deposit invoices and update the deal so billing and campaign teams collect same day.
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Overview
If deal webhooks don't produce deposit invoices, cash collection and campaign measurement both suffer. This flow creates and emails deposit invoices and writes the invoice link back to the deal, letting billing and campaign teams reconcile and collect same day.