Skip to content
Send client invoices and update opportunities before billing run

Send client invoices and update opportunities before billing run

Your confirmed opportunities often leave invoices uncreated, delaying revenue capture and client notifications before the next billing run. Billing staff get authorised or draft invoices sent and opportunity records linked with invoice URLs by the next workday.

Send client invoices and update opportunities before billing run

Workflow preview:

Zap details:

Send client invoices and update opportunities before billing run