Skip to content
Templates
Create authorised sales invoices from new booking leads

Create authorised sales invoices from new booking leads

Your bookings without invoices delay partner billing and commission accuracy. Get authorised invoices posted to accounting so billing staff reconcile same day.

Create authorised sales invoices from new booking leads

Overview

Booking leads often arrive without accounting entries, which delays partner settlements and slows reconciliation. This flow creates authorised sales invoices and posts commission lines so billing staff can reconcile and begin partner settlement processes the same day.

Create authorised sales invoices from new booking leads