Create invoices, update booking status and close deals
Create invoices, update booking status and close deals
Signed booking documents often arrive without matched invoices, which stalls billing and reconciliation. It creates invoices and updates bookings so billing and sales have accurate records same day.
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Overview
Signed bookings should trigger billing, not back-office headaches. This flow turns a completed signature into deposit and balance invoices and updates the booking and deal records so billing and sales reconcile same day and invoices are issued without delay.