Generate invoice when opportunity closes and link it
Generate invoice when opportunity closes and link it
Won opportunities without invoices stall cash collection and leave campaign billing incomplete. Invoices are created and transaction IDs are pushed back so billing can proceed same day.
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Overview
When won deals don't turn into invoices, cash collection and campaign billing slip. This flow generates invoices automatically and writes transaction IDs back to the CRM so billing is ready the same day and reconciliation is simpler.