Notify finance of missing tax exemption for closed deals
Notify finance of missing tax exemption for closed deals
Closed-won deals can lose tax-exemption links, sending accounts to billing without documentation and stalling invoices. This notifies billing staff so invoices are completed before the next billing run.
Overview
When a closed-won deal loses its tax-exemption link, invoices can stall and billing teams scramble. This flow instantly alerts accounts receivable with the opportunity and account context so invoices are completed before the next billing run.