Create student invoices from completed onboarding deals automatically
Create student invoices from completed onboarding deals automatically
You have onboarding deals ready after intro without invoices, leaving billing manual and families waiting. Automated invoices reduce admin work and reach families same day.
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Overview
Manual invoice creation steals time from your co-founder and delays billing to families. This flow converts completed onboarding deals into issued invoices and customer records, enabling billing staff and program coordinators to send invoices same day and reduce administrative backlog.