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Create invoice and update deal from payment form

Create invoice and update deal from payment form

Payment form submissions don't update deals or invoices, causing billing delays and reconciliation gaps. Create invoices and update deal payment fields to enable same-day reconciliation.

Create invoice and update deal from payment form

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Overview

Manual payment entry ties up billing staff and delays reconciliation; this flow captures submitted payments, creates invoices, and updates deal records automatically. That delivers reconciled invoices and updated deal statuses same day, reducing follow-ups and billing friction.

Create invoice and update deal from payment form