Create and send onboarding invoice for property listing
Create and send onboarding invoice for property listing
You can't start onboarding when a deal is marked signed but no invoice exists, blocking billing and ops. This issues the invoice, creates property folders and notifies teams so work can begin same day.
Overview
When deals move to signed without an invoice, onboarding stalls and billing teams can't schedule work. This flow creates and sends the onboarding invoice, provisions property folders and updates your records so billing and onboarding coordinators can start work same day.