Managing directors: turn paid bookings into invoices and deals
Managing directors: turn paid bookings into invoices and deals
Managing directors risk missed billing and audits when paid bookings don't create invoices or CRM records. It creates invoices and CRM deals from paid bookings so finance and sales have accurate billing.
Overview
Missed invoices create cashflow and audit risk for small accounting firms. This workflow turns every paid booking into an invoice and CRM deal, eliminating missed billing and giving finance and sales a single revenue source of truth. Customers report faster billing handoffs and zero missed invoices after implementing similar flows.
Notable Features
- Create invoices from paid bookings
- Create or update CRM contact
- Record revenue and deal in tracker