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Create sales invoice and grant access after purchase

Create sales invoice and grant access after purchase

When purchases lack invoices or access records, your support team can't confirm billing or deliver purchases. Create invoices and enrollment records so customers are billed and gain access same day.

Create sales invoice and grant access after purchase

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Overview

Every purchase should generate a billing record and an enrollment entry so support can confirm billing and deliver access without manual chasing. This workflow creates draft invoices, logs orders to your ops tracker, and notifies support to enable same-day onboarding.

Create sales invoice and grant access after purchase