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Create billing credit notes from internal billing flags

Create billing credit notes from internal billing flags

Your flagged draft contracts leave credit and refund actions untracked, delaying collections. Create credit notes and refund requests automatically so balances reconcile before the next billing run.

Create billing credit notes from internal billing flags

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Overview

When draft contracts are flagged for manual billing, billing staff waste time creating credit notes and chasing refunds. This workflow turns those flags into recorded credit notes and queued refund requests, reducing reconciliation overhead and ensuring balances are corrected before the next billing run.

Create billing credit notes from internal billing flags