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Create invoice PDF and update deal after payment

Create invoice PDF and update deal after payment

Your paid webhook events lack invoices and CRM updates, which forces manual billing and delays shipping. Creates and sends invoice PDFs, records payment, and updates the deal same day.

Create invoice PDF and update deal after payment

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Overview

Stop manual billing work when payments arrive — this flow creates an invoice PDF, records the payment, advances the CRM deal, and emails the customer. Your billing staff can reconcile and prepare shipping the same day, eliminating a common bottleneck.

Create invoice PDF and update deal after payment