Update deal billing with partner referral amounts on board
Update deal billing with partner referral amounts on board
Your won deals miss partner referral amounts on billing items, causing invoice mismatches and reconciliation delays. It updates billing records with partner fees so staff can invoice the same day.
Overview
When partner referral fees aren't recorded on billing cards, billing staff spend time reconciling and invoices slip. This flow extracts referral line items from matched deals and writes fee totals back to billing records, enabling accurate, same-day invoicing and faster reconciliation.