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Update deal close dates and invoice month from ledger

Update deal close dates and invoice month from ledger

When your sales ledger start dates change, close dates and invoice fields can get out of sync. Keep CRM and ledger aligned so billing and account managers have correct dates before billing.

Update deal close dates and invoice month from ledger

Overview

When ledger date edits don't reach the CRM, billing queues and account handoffs stall. This flow pushes start-date edits into deals, corrects close and invoice fields, and notifies owners so billing and account teams work from accurate dates the same day.

Update deal close dates and invoice month from ledger