Create draft setup invoices when opportunities are marked Closed Won

Finance teams miss one-off setup fees when Closed Won deals don't generate invoices, causing billing delays and collection gaps. This drafts a sales invoice for setup fees at Closed Won so finance can begin billing immediately.

Overview

Missed one-off setup fees lead to billing leakage and slower collections; creating draft invoices at Closed Won prevents those gaps. This workflow ensures invoice drafts include full opportunity details as deals close, giving finance accurate billing records and fewer missed charges.

Notable Features

Create draft sales invoices
Add setup fee line items
Attach opportunity details to invoices