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Create sale records from completed contract documents for billing

Create sale records from completed contract documents for billing

Your signed contract PDFs are not entered into the sales ledger, delaying invoicing and payment setup. Keep sale records and payment data synchronized so billing staff can invoice same day.

Create sale records from completed contract documents for billing

Overview

Signed contracts often sit as PDFs and stall invoicing — costing time and cashflow. This flow converts completed documents into ready sale records and triggers payment capture so billing can invoice and collect the same day.

Create sale records from completed contract documents for billing