Create invoicing deals from new 3D tour URLs
Create invoicing deals from new 3D tour URLs
Deals that receive 3D tour URLs often miss billing setup and delay hosting invoices. Create an invoicing deal automatically so billing staff can queue invoices before the next billing run.
Overview
When tour links appear on deal records, billing setup can be missed and invoices delayed. This flow creates a ready-to-bill invoicing deal and routes it to your billing queue so invoices are queue-ready before the next billing run.