Create distro record in case after negotiation task ends
Create distro record in case after negotiation task ends
Your negotiations finish without a distro entry in the case, leaving billing without settlement details. Record settlement terms in the case so billing has distro details same day.
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Overview
Missing distro records create manual work and delay billing for small-firm partners. This flow writes settlement distribution details into the case as soon as negotiations finish, so billing and client coordinators have payout information same day and invoices move forward.