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Create fee invoice spreadsheet and notify deal owners

Create fee invoice spreadsheet and notify deal owners

Your fee invoices are created manually after deal close, delaying owner review and collections. Automate invoice creation and notify owners so invoices are review-ready same day.

Create fee invoice spreadsheet and notify deal owners

Overview

Manual invoice creation after deal close creates review bottlenecks and slows collections. This flow auto-generates an invoice spreadsheet, files it in your invoices workspace, and notifies deal owners so invoices are review-ready same day.

Create fee invoice spreadsheet and notify deal owners