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Invoicing triggered by deals closing

Katharina Affridi

I need a solution for invoicing through ontraport with the deal as the trigger.

Currently I have deals that have different products attached to them that the client has purchased, and I need an invoice created with these products.

Primary contacts own multiple deals, so a deal triggering would place an invoice onto that primary contact with the exact products of the deal.

Saved offers won't work as our pricing is bespoke for each contact so the data needs to be pulled from the deal fields.

Once the deal has created the invoice, it can be added to the primary contact for this deal.

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