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Create invoices after funding with fees and due dates

Create invoices after funding with fees and due dates

Your funded deals sometimes lack billing-ready customers, causing invoice failures and manual rework. It creates invoices with fees and Net 30 due dates so billing can start collections same day.

Create invoices after funding with fees and due dates

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Overview

When funded deals arrive without billing-ready customer records, invoice creation stalls and accounting spends time on fixes. This flow produces formatted invoices with calculated fees and Net 30 due dates immediately after funding, letting billing begin collections the same day.

Create invoices after funding with fees and due dates