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Create second invoice deal for billing and AR

Create second invoice deal for billing and AR

Your deals lack a formal second-invoice record, leaving billing without a tracked item for collections. Add a dedicated invoice deal so billing and accounts receivable can act the same day.

Create second invoice deal for billing and AR

Overview

Manual creation of follow-up invoice records fragments billing history and slows collections. This flow creates a dedicated invoice deal and links it to the original contact and company, enabling billing and accounts receivable to act the same day.

Create second invoice deal for billing and AR