Send new deal details to accounting for invoice prep
Send new deal details to accounting for invoice prep
Your sales deals miss structured billing details when left only in the CRM, causing manual entry and invoice delays. Invoices can be prepared when complete deal data reaches accounting, same day.
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Overview
Manual handoffs between sales and billing create rework and invoice delays. This flow routes new deal records to accounting with cleaned payment-plan text and a calculated six-month end date, so billing staff can prepare invoices same day and avoid manual entry.