Create authorised sales invoices from completed quote documents
Create authorised sales invoices from completed quote documents
Your completed quotes aren't generating invoices, causing billing delays and reconciliation gaps for course sales. Get authorised invoices sent within minutes for same-day reconciliation.
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Overview
Signed quotes should become billable records, not manual work items. This flow converts completed quote documents into authorised, sent invoices and matching CRM orders so billing staff can reconcile and process revenue the same day.