Update CRM opportunity when invoice marked as authorised
Update CRM opportunity when invoice marked as authorised
Your authorised invoices for training engagements lack CRM links, leaving sales without billing context. Your teams see billing status same day, improving follow-up and reconciliation.
Overview
Invoices authorised in accounting should immediately translate into CRM status so revenue and sales stay aligned. This flow finds the matching opportunity, writes the invoice number and moves the stage, giving your teams same-day billing visibility and faster client follow-up.