Create customer estimate and contact from marketplace order
Create customer estimate and contact from marketplace order
Your marketplace orders lack a matching customer record or draft estimate, stalling billing and reconciliation. Create contacts and estimates automatically so finance can invoice and reconcile same day.
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Overview
When marketplace orders slip past accounting, invoicing and reconciliation lag and cash collection slows. This flow creates customer records and draft estimates automatically, so billing staff have ready records and can invoice and reconcile within the same day.