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Create invoice deal from marked sales deal record

Create invoice deal from marked sales deal record

Your deals flagged as invoiced lack a dedicated invoice record, causing billing gaps and unclear ownership. Create invoice deals so billing and AR reconcile and bill before the next payment run.

Create invoice deal from marked sales deal record

Overview

When a deal flips the invoice flag, billing needs a reliable invoice record to start AR workflows. This flow creates a dedicated invoice deal and links it to the right contact and company so AR can process and reconcile invoices same day.

Create invoice deal from marked sales deal record