For business owners: send authorised invoices on stage change
For business owners: send authorised invoices on stage change
Business owners miss billable charges when deals hit 'Lender Missing Info Request'. It creates and emails an authorised invoice for charge code 105 on stage change so finance receives billable records.
Overview
Business owners risk revenue leakage when billing stalls at lender review. This flow creates and emails authorised invoices for charge code 105 as deals move stages, eliminating manual handoffs and ensuring finance receives billable records. Customers report fewer billing exceptions and cleaner audit trails.
Notable Features
- Create authorised invoices on stage change
- Email invoices to primary applicant
- Add invoice to finance records