generate_invoice_from_proposal
Create a draft AR invoice from a signed proposal by mapping the selected pricing option's line items, without posting to GL. Requires Sales module and write scope.
Instructions
Generate a DRAFT AR invoice from a signed/contracted proposal — the Proposal → invoice bridge. Maps the selected pricing option's line items onto a new draft invoice (does not post to GL). Requires the Sales module and the write scope. Confirm the proposal and terms with the user before calling, then verify the created invoice with search_invoices or get_invoice.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| due_date | No | Due date (YYYY-MM-DD) | |
| terms_code | No | Payment terms code | |
| proposal_id | Yes | The signed/contracted proposal ID to invoice | |
| invoice_date | No | Invoice date (YYYY-MM-DD); defaults to today if omitted | |
| gl_ar_account_id | No | Override AR GL account ID | |
| default_revenue_gl_account_id | No | Default revenue GL account ID for lines |