Send invoice request emails when deal stage changes

Your paid-stage deals lack submitted invoices, leaving billing unsure who to pay and when. The flow sends invoice requests to owners so billing receives invoices ahead of the next payment run.

Send invoice request emails when deal stage changes

Overview

If deals hit the payout stage without invoices, billing stalls and payments slip. This flow emails owners and external partners with the exact invoice reference and formatted commission amounts, so billing has invoices on file ahead of the next payment run.

Send invoice request emails when deal stage changes