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Create draft commission invoice from updated deal stage

Create draft commission invoice from updated deal stage

Your commission invoices often go uncreated when deals move stages, leaving billing teams scrambling. Create draft invoices and attach invoice numbers to deals for same-day review.

Create draft commission invoice from updated deal stage

Overview

When deals hit your configured invoiced stage, billing no longer starts from scratch and invoices become visible immediately instead of after manual work. The flow creates draft commission invoices and links invoice references back to deals so billing staff and owners can review and reconcile same day.

Create draft commission invoice from updated deal stage