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Create invoice reminder notes on active customer deals

Create invoice reminder notes on active customer deals

Sent invoice reminders aren't logged on deals, causing billing confusion and missed collections. Logging each sent reminder on the deal gives billing and project teams a clear payment trail same day.

Create invoice reminder notes on active customer deals

Overview

Unlogged invoice reminders create billing blind spots that slow collections and force manual follow-ups. This workflow writes every sent invoice reminder as a note on the matching deal, giving billing and project teams immediate context and an auditable payment trail same day.

Create invoice reminder notes on active customer deals