Send invoice data request email and create follow-up task
Send invoice data request email and create follow-up task
Deals moved into the invoicing stage often miss billing contacts or addresses, which stalls invoice creation. Capture missing billing details and create follow-up so invoices are ready same day.
Overview
Missing billing contacts and addresses slow invoicing and force manual reconciliation. This flow requests the missing fields and logs a timed follow-up for the deal owner, so billing can prepare invoices and close the loop the same day.