Update deal records with invoice and parts costs
Update deal records with invoice and parts costs
You miss invoice and parts-cost details on deals when billing records aren't synced, causing rebate errors. Get accurate deal financials so billing staff can reconcile rebates before the next run.
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Overview
When deal-complete flags flip without synced invoice data, billing teams spend time hunting for numbers and rebates get delayed. This flow pulls invoice and parts-cost figures into the deal record so billing staff can reconcile rebates before the next payment run.