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Create customer row from new invoice and flag onboarding

Create customer row from new invoice and flag onboarding

Your invoice-created events leave customer records missing in the central roster and slow onboarding handoffs. Add and flag customers automatically so coordinators can act on orders same day.

Create customer row from new invoice and flag onboarding

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Overview

Manual entry of new invoice customers creates slow handoffs and billing confusion. This flow captures invoice events, enriches the data, and writes a ready-to-action customer row so coordinators and billing staff can act on orders the same day.

Create customer row from new invoice and flag onboarding