Send staged deal invoices to customer and log
Send staged deal invoices to customer and log
Your deals move to the invoice stage without a sent invoice, leaving customers unpaid and reps uncertain. The flow sends the invoice email and logs a deal note so billing is current same day.
Overview
Unsent invoices block collections and force reps into manual follow-ups. This flow emails the invoice the moment a deal hits the invoice stage and writes a note on the deal, so billing and sales have a reconciled audit trail the same day.