Convert Deal To Invoice
convert_deal_to_invoiceCreate a draft invoice from one of the caller's deals: one line item for the deal's amount, client_name defaulted from the deal's company/title. deal_id is required.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | ||
| deal_id | Yes | ||
| due_date | No | ISO date YYYY-MM-DD. | |
| tax_rate | No | ||
| client_name | No | Defaults to the deal's company or title. | |
| client_email | No | ||
| payment_terms | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| text | Yes |