Send invoice when deal is marked ready for booking

Marked deals don't trigger invoices, causing payment delays and manual follow-up. You get invoices sent and recorded automatically so payments and bookkeeping update the same day.

Send invoice when deal is marked ready for booking

Overview

Deals marked ready for billing are often left un-invoiced and bookkeeping falls behind—this flow fixes that gap. It sends the invoice to the customer and logs each invoice so payments and accounting are updated the same day.

Send invoice when deal is marked ready for booking