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Create settlement rows for closed deals by owner

Create settlement rows for closed deals by owner

Your deals can reach the settlement stage without owner-level rows, which stalls billing and reconciliations. Billing staff reconcile records during the same billing run.

Create settlement rows for closed deals by owner

Overview

When deals move to settlement, billing needs per-owner records ready for reconciliation to avoid payment delays. This flow writes owner-specific settlement rows into configured sheets so billing can reconcile during the same billing run and reduce manual handoffs.

Create settlement rows for closed deals by owner