Update deal billing fields from client form submissions
Update deal billing fields from client form submissions
Your billing form responses come unlinked to deals, leaving invoice fields empty and causing follow-up work. Populate deal and calendar with invoice and phone details so billing runs on time.
Overview
When clients submit billing details, those fields should land directly on the deal so billing staff stop chasing missing data. This flow writes invoice and contact information into the deal and appends phone numbers to the booking event, enabling same-day billing readiness and fewer follow-ups.