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Update service opportunity, record notes and create invoice

Update service opportunity, record notes and create invoice

Post-service form rows leave opportunities stale and delay invoicing. This updates the opportunity, records the service note, and creates an invoice so billing can run same day.

Update service opportunity, record notes and create invoice

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Overview

Field teams finish jobs but records and invoices can lag, creating reconciliation and billing backlog. This flow turns each post-service spreadsheet row into an updated opportunity, logged service note, and invoice so billing can process charges same day.

Update service opportunity, record notes and create invoice