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Create billing run trigger for accepted services to finance

Create billing run trigger for accepted services to finance

Accepted services on proposals can stall billing and onboarding, delaying invoices and client setup. This starts billing and onboarding workflows so tasks and PDFs are ready same day.

Create billing run trigger for accepted services to finance

Overview

When a client accepts a new service, manual handoffs often delay billing and onboarding. This flow triggers your downstream billing and onboarding processes immediately so invoices, tasks, and proposal PDFs are available same day and before the next billing run.

Create billing run trigger for accepted services to finance