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Void open customer invoices when deal is closed-lost

Void open customer invoices when deal is closed-lost

Your engagement invoices stay open after a deal is closed-lost, causing collection attempts and executor confusion. Void them automatically so billing reconciles same day.

Void open customer invoices when deal is closed-lost

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Overview

Lingering invoices after a lost engagement create awkward collection attempts and slow down estate settlement. This workflow automatically voids open customer invoices when a deal is marked closed‑lost, stopping unnecessary collections and enabling same‑day reconciliation for your billing team.

Void open customer invoices when deal is closed-lost