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Create draft invoices in accounting and link to deal records

Create draft invoices in accounting and link to deal records

You get webhook invoice requests that leave deals uninvoiced and delay accounts receivable. You receive draft invoices attached to the originating deal for fast review and same-day posting.

Create draft invoices in accounting and link to deal records

Overview

Uninvoiced deals create billing backlogs and slow cash collection; AR teams need one source of truth tied to the sale. This flow generates draft invoices from deal data and attaches them to the originating deal so billing can review and post invoices the same day.

Create draft invoices in accounting and link to deal records