Create customer invoice from CRM deal and line items
Create customer invoice from CRM deal and line items
Your CRM deals lack invoice records, leaving billing staff without ready invoices and slowing collections. Get accurate customer invoices created and posted to accounting the same day.
Overview
When deals close, billing must act quickly to convert revenue. This flow creates or finds the customer and posts a fully itemized invoice from the deal, cutting manual entry and enabling same-day billing and reconciliation. It also writes the invoice reference back to the CRM so sales and finance share one source of truth.