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Create invoice from confirmed deal and notify finance

Create invoice from confirmed deal and notify finance

You book rotations but lack a finalized invoice, forcing billing staff to chase amounts and dates. Create and queue the final invoice and update CRM records so billing runs same day.

Create invoice from confirmed deal and notify finance

Overview

Manual invoice creation after a confirmed deal delays billing and creates reconciliation work. This flow generates the final invoice, writes the ID back to the Opportunity, and alerts finance so billing can run same day. It hands program coordinators and billing staff a single invoice reference for faster closes.

Create invoice from confirmed deal and notify finance