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Create sales invoice and approval task from pipeline

Create sales invoice and approval task from pipeline

Pipeline stage changes aren't creating invoices or client records, leaving billing without context. It creates invoices and approval tasks so billing can issue invoices the same day.

Create sales invoice and approval task from pipeline

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Overview

When a prospect reaches the invoicing stage, billing often spends hours rekeying client details and drafting invoices, which delays revenue recognition. This workflow produces client records and invoices automatically and creates an approval task, letting billing and practice managers issue invoices the same day.

Create sales invoice and approval task from pipeline