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Create deposit and draft invoices when quote accepted

Create deposit and draft invoices when quote accepted

Accepted quotes require immediate invoicing; manual handoffs delay billing and deposits. Create contact records and invoices automatically so billing staff can issue invoices same day.

Create deposit and draft invoices when quote accepted

Overview

Manual invoicing after quote acceptance creates billing lag and weak deposit capture. This flow creates contact records plus deposit and draft invoices instantly, so your billing staff can issue deposit invoices and reconcile receivables the same day.

Create deposit and draft invoices when quote accepted