Create billing line items from closed project deals

Your delivery-stage deals include multiple products that require separate billing, causing manual splits and delayed invoices. Finance gets per-product billing records to invoice same day.

Create billing line items from closed project deals

Overview

If project deals reach delivery with bundled products, billing staff spend hours splitting lines and chasing invoices. This flow turns each product into a ready billing record and calls your billing routine so finance can invoice and reconcile the same day.

Create billing line items from closed project deals