For finance directors: create and submit invoices instantly

Finance directors see deals enter Offered and face billing delays and missed fees. Automatically create and submit client invoices when deals hit Offered so billing begins and fees are captured.

Overview

Missed invoices and billing delays create revenue risk and make month-end reconciliations harder for finance directors. This workflow creates and submits invoices as deals move to Offered, eliminating manual entry so billing begins reliably and fee capture is consistent.

Notable Features

Create invoices from deal stage
Set invoice status to submitted
Notify finance and sales stakeholders