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Create billing contacts from customer accounts on update

Create billing contacts from customer accounts on update

Marked customer accounts may not create billing contacts in accounting, causing missed invoices. Create contacts so billing and sales have invoice-ready records before the next billing run.

Create billing contacts from customer accounts on update

Overview

When sales marks an account as a customer, billing often waits for manual exports and corrections. This flow creates or updates invoice-ready contacts automatically so billing and sales have accurate records within minutes, reducing delays before the next billing run.

Create billing contacts from customer accounts on update