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Create customer invoice and add billing contact record

Create customer invoice and add billing contact record

Your deals marked ready to invoice cause manual billing and inconsistent invoices. This creates accurate customer invoices automatically so billing staff can send them same day.

Create customer invoice and add billing contact record

Overview

Manual invoice creation steals time from your small finance operation and risks errors when issuing borrower bills; automating invoice creation removes that bottleneck. The workflow delivers accurate invoices into your accounting system so billing staff can send and reconcile them the same day.

Create customer invoice and add billing contact record