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Create customer record and invoice when quote accepted

Create customer record and invoice when quote accepted

Your accepted painting proposals leave customer and billing data unsynchronized, delaying deposits and job scheduling. It creates invoices and syncs records so billing can collect deposits same day.

Create customer record and invoice when quote accepted

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Overview

Accepted proposals often stall at manual billing handoffs, delaying deposits and schedules. This workflow creates the customer record, calculates a deposit and issues the invoice immediately so billing can collect funds and ops can schedule jobs same day.

Create customer record and invoice when quote accepted