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Create sales invoice from accepted quote and notify team

Create sales invoice from accepted quote and notify team

Accepted quotes aren't invoiced immediately, stalling billing and reconciliation for receivables. It creates invoices from accepted quotes and notifies the form so billing can act same day.

Create sales invoice from accepted quote and notify team

Overview

When accepted quotes sit without invoices, billing grinds to a halt and reconciliation slips. This flow turns accepted quotes into submitted sales invoices and pings the originating form so receivables can invoice and reconcile same day.

Create sales invoice from accepted quote and notify team