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Deal Workflow — CRM to Commission Payout

Last update: 03/21/2026

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4.1 — Create & Find the Invoice

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📍 WHERE TO FIND IT
Accounting ▸ Customers ▸ Invoices ▸ [INV] ▸ Header
✅ WHAT TO DO
Review the invoice header: customer name, invoice date, due date, and payment terms.
  • Customer must match SO exactly (including company vs. individual)
  • Invoice date = document date for accounting period
  • Due date must align with payment plan milestones
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💡 TIP
Invoice date determines the accounting period (month/year). Late-dating invoices causes revenue reporting errors.
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