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Update CRM deal to won when invoice is paid

Update CRM deal to won when invoice is paid

Your paid invoices lack linked deal context, leaving reps and billing unable to reconcile commissions or close the sale. Move deals to paid and archive invoices so sales and billing reconcile today.

Update CRM deal to won when invoice is paid

Overview

Unclear invoice-to-deal links slow both sales and billing — hurting forecast accuracy and reconciliation. This flow marks deals as won and archives the invoice PDF automatically, giving sales managers and billing staff same-day certainty and cleaner handoffs.

Update CRM deal to won when invoice is paid