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Create invoice from won deal and notify approver

Create invoice from won deal and notify approver

Your won deals lack immediate invoices and approver context, delaying client billing. Create and post the invoice and notify approvers so billing completes before the next billing run.

Create invoice from won deal and notify approver

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Overview

Closing-to-bill handoffs create drag on cash collection; this flow turns a won deal into a posted invoice and sends an approver nudge so billing can act within an hour. The result is fewer manual handoffs and invoices posted before the next billing run.

Create invoice from won deal and notify approver