Update invoice fields when lead marked ready to invoice
Update invoice fields when lead marked ready to invoice
Your leads miss updated invoice totals and fee breakdowns, forcing manual fixes and delaying billing. This updates pricing, discounts, and margins so invoices are ready same day.
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Overview
When fee edits or status changes leave lead pricing inconsistent, billing stalls and founders waste time reconciling. This flow recalculates totals, discounts, and margins and writes clear, formatted values back to the lead so invoices can be issued same day.