Send invoice email and advance the deal stage
Send invoice email and advance the deal stage
Invoice webhooks sometimes leave emails unsent and deals unmarked, blocking account managers from confirming billing. This sends the invoice and updates deals, making billing status visible in minutes.
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Overview
Stop relying on manual sends and post-send updates that leave deal status murky. This flow emails the invoice automatically and advances the deal to a billed stage, giving account managers clear billing visibility within minutes.