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Create invoicing task and attach contract for updated deal

Create invoicing task and attach contract for updated deal

You miss PO and contract context when deals move to invoicing, delaying invoice creation. It creates a billing board item with contract PDF and PO details so finance can issue invoices same day.

Create invoicing task and attach contract for updated deal

Overview

When deals hit the invoicing stage, billing staff often lack PO and contract context and invoices slip. This flow creates a ready billing item with contract PDF and PO details so finance can issue invoices the same day.

Create invoicing task and attach contract for updated deal