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.
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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.