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Create deposit invoice and update job pipeline records

Create deposit invoice and update job pipeline records

Estimate acceptance emails miss billing and scheduling, delaying deposits and job prep. Create the deposit invoice and update the opportunity so billing and scheduling are ready same day.

Create deposit invoice and update job pipeline records

Overview

Estimate acceptances often get stuck in the inbox and never reach billing, which delays deposits and job scheduling. This flow creates the deposit invoice and updates the job opportunity automatically, so billing and scheduling are ready same day.

Create deposit invoice and update job pipeline records