Mark deal to trigger invoice for net payment terms
Mark deal to trigger invoice for net payment terms
Your deals hit the delivery stage without an invoice flag, leaving billing unsure which orders to bill. Marking the deal triggers invoice creation so invoices issue the same day.
Overview
Deals that reach delivery with net payment terms often bypass billing and create manual work for ops. This flow marks the deal for billing immediately so invoices can be prepared the same day, reducing handoffs and missed charge cycles.