What this service solves
Turn an approved closed deal into a billing draft for finance to review. The workflow transfers agreed customer and line data, validates the inputs against the supported draft endpoint, and flags a mismatch when the information cannot safely be used for a draft.
What you get
Traceable billing draft
A draft produced by the handoff can be traced to its source deal and routed to the agreed finance reviewer.
Mismatch and duplicate path
The reviewer can distinguish an existing draft from a new request and see which missing or inconsistent fields need attention.
What’s included
Map approved deal fields to a draft record
Define the eligible deal state and map approved fields to the supported billing draft type. Identify which values come from the CRM and which finance controls.
Validate customer and line data
Validate the customer identifier and required line information. Check approved currency and tax assumptions and flag mismatches before creating a draft.
Route the draft and flag mismatches
Route the valid draft for review and record the source deal reference. Surface rejected or ambiguous handoffs to the agreed reviewer.
How implementation works
Agree the field map
Agree on the field map, reference identifiers, and exact scope of the draft operation with finance.
Build and validate drafts
Build the draft handoff in the supported environment and verify customer and line values against approved examples.
Exercise duplicate and error paths
Exercise a repeated close event, a missing customer, and a rejected payload. Confirm how the owner resolves or retries each case.
Technical considerations
- Draft-only access
- Verify that the billing app supports the selected draft type and that the agreed permissions and workflow limit actions to draft creation. Review eligible deal state and the fields finance must own before enabling the handoff.
- Deal references and mismatch handling
- Choose how to identify a draft associated with the original deal. Check whether the destination can look up that reference and define who reviews uncertain or rejected records before a retry.
Systems, inputs & prerequisites
A finance owner, supported draft endpoint, tax and currency assumptions, and examples.
- A finance owner, supported draft endpoint, authorized test access, and sample deals with expected billing details.
- Approved tax and currency assumptions, required line fields, and the identifier that relates an existing draft to its source deal.
Starting scope & pricing
Base scope
One CRM, one billing app, one draft type, and one approval route. Payment actions are out of scope.
Illustrative workflow
Closed deal
The agreed deal state supplies the customer and line data.
Validate
The workflow checks the field map and looks up any existing draft for that deal.
Draft review
A valid draft goes to the finance reviewer. A mismatch waits for correction.
Validation & handover
- Create a representative draft in the agreed test environment and compare customer, currency, and line data with the approved field map.
- Repeat a close event and test an example with a missing customer match. Review the existing-draft or exception disposition with finance.
- Have the reviewer trace a valid draft to its source deal and confirm the approved route ends at finance review of the draft.
Limitations & possible extras
Limitations
The workflow ends at finance review of one draft type. Payment actions are outside scope. Complex tax rules, additional currencies or entities, and billing plan charges are separate.
Finance must define authoritative fields and approve the action scope.
Possible extras
Billing API plan, complex tax or pricing rules, and more entities or currencies.
Questions about this service
What happens if the same deal is sent twice?
Look for the existing draft using the approved deal reference and follow finance's duplicate handling rule before attempting to create another.
Can the handoff charge a customer or issue an invoice?
The agreed action ends at one draft type for finance review. Payment and invoice issuance remain outside the handoff.
Who decides how tax and currency fields are mapped?
The finance owner supplies the approved assumptions and identifies authoritative fields. Complex tax rules, more entities, and additional currencies are separately scoped.
What if sales changes an approved deal after a draft exists?
Finance can compare the existing draft with the revised deal and decide how to correct it. Automatic detection of later edits or updates to an existing draft requires a separately agreed scope.