Send invoice when deal is marked ready for booking
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.
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.