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Create tax certificate worksheet entry for accepted deals

Create tax certificate worksheet entry for accepted deals

You lose track when accepted deals miss a tax-certificate status, leaving billing unsure which orders need certificates. This creates one worksheet entry so billing can request certificates same day.

Create tax certificate worksheet entry for accepted deals

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Overview

When offers are accepted, missing tax-certificate records stall billing and delay invoices. This flow writes a single worksheet entry and marks the deal so billing and operations can request certificates the same day.

Create tax certificate worksheet entry for accepted deals