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Create authorised invoice and attach to deal record

Create authorised invoice and attach to deal record

Your deals moved to the closed stage often lack invoices, causing billing delays and manual entry. Billing can reconcile and issue receipts same day when an authorised invoice is linked to the deal.

Create authorised invoice and attach to deal record

Overview

When closed deals reach billing without invoices, reconciliation stalls and finance spends time on manual entry. This flow creates an authorised invoice and links it to the CRM record, enabling billing to reconcile and issue receipts same day.

Create authorised invoice and attach to deal record