Update deal with invoice ID from new invoices
Update deal with invoice ID from new invoices
Invoices aren't linked to CRM deals, so account managers lack invoice context and reconciliation is manual. Link invoices to deals automatically so billing and reps see invoices immediately.
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Overview
Unlinked invoices force account managers and billing to hunt for context and slow reconciliation. This flows the invoice identifier straight onto the CRM deal so reps and billing see the invoice immediately, reducing manual lookups before the next payment run.