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Create invoice from stage change for billed work

Create invoice from stage change for billed work

Your deal-stage invoicing often needs manual lookups, causing delayed bills and reconciliation gaps. It creates draft invoices and logs them to your ledger so clients get billed same day.

Create invoice from stage change for billed work

Overview

Deals marked invoiced should immediately produce a bill, not queues of manual tasks. This flow turns stage changes into draft invoices and ledger entries so your billing staff can deliver client invoices and complete reconciliations same day.

Create invoice from stage change for billed work