Create onboarding and monthly billing rows from new record

Your new sales items don't create sheet records, stalling onboarding and billing for coordinators. Create consistent onboarding and monthly billing rows so teams can act same day.

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Overview

When new sales records fail to land in your sheets, onboarding queues and billing slip behind. This flow converts incoming sales entries into consistent onboarding and monthly billing rows so coordinators and billing staff can act same day and invoices are ready before the next billing run.