Send invoice request email and clear deal flag
Send invoice request email and clear deal flag
Your deal status changes to invoice request without team notification, delaying billing and creating manual follow-up. You get an email and the deal flag is cleared so invoicing can proceed same day.
Overview
When a deal moves to an invoice-request state you need accounting ready immediately; this flow emails the right people and clears the deal flag so invoicing can start same day. It reduces manual handoffs and makes follow-up visible to both account managers and billing.