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Update deal and record status after invoice update

Update deal and record status after invoice update

Your invoice updates lack upstream deal context, leaving collections without payment links or contact tags. It updates deals and clears invoice flags so billing staff can act same day.

Update deal and record status after invoice update

Overview

Invoice changes often leave deals stale and collections without payment context, hurting cash flow and follow-up. This flow pushes cleaned links and dates into the deal and clears invoice flags so revenue operations and billing staff can act same day.

Update deal and record status after invoice update