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Create sales invoice from moved deals when offer accepted

Create sales invoice from moved deals when offer accepted

Your mortgage deals without automated invoices delay client billing and hide receivables status. Create the sales invoice automatically so billing staff can issue client fee invoices same day.

Create sales invoice from moved deals when offer accepted

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Overview

When mortgage deals move to Offered, billing should start immediately rather than waiting for manual entry. This flow generates and submits the client fee invoice so billing staff can send fees same day and keep AR accurate.

Create sales invoice from moved deals when offer accepted