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Create deposit invoice draft and link to record

Create deposit invoice draft and link to record

Invoice records without a payment email delay deposit collection and block PO placement. A ready email draft is created and linked so billing can send payment requests same day.

Create deposit invoice draft and link to record

Overview

When invoice records change, billing needs a ready payment message to collect deposits before weekly PO cutoffs. This creates a customer-ready draft and links it to the invoice so billing can issue payment requests same day.

Create deposit invoice draft and link to record