Send funding confirmation and invoice to vehicle customer
Send funding confirmation and invoice to vehicle customer
Your funded vehicle deals miss invoices and notices, delaying collections and adding manual reconciliation. Customers get notified and invoices recorded so billing can reconcile accounts same day.
Overview
When deals hit the funded stage, you can't afford manual handoffs between sales, finance, and ops. This flow sends the customer their funding confirmation and uploads the invoice PDF so billing can reconcile accounts the same day.