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Create repeating invoices and save signed contract to drive

Create repeating invoices and save signed contract to drive

Signed platform contracts aren't recorded in your accounting, delaying invoicing and payment setup. Collections can act same day with contact records, a repeating invoice, and the signed PDF available.

Create repeating invoices and save signed contract to drive

Overview

Signed platform contracts should flow straight into billing instead of waiting on manual entry. This workflow creates the contact, an authorized repeating invoice, and archives the signed PDF so collections and account managers can invoice and reconcile same day.

Create repeating invoices and save signed contract to drive