create_invoice_from_deal
Generate a Books invoice from a CRM deal by automatically carrying over deal details, products, and pricing.
Instructions
Create a Books invoice from a CRM deal. Automatically transfers deal information, products, and pricing to create a professional invoice.
Workflow: CRM deal → Books invoice → books_send_invoice_email → books_create_payment (when paid)
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| deal_id | Yes | CRM deal ID (get from CRM deals) | |
| due_date | No | Due date in YYYY-MM-DD format (e.g., "2024-12-31") | |
| send_email | No | Send invoice email to customer automatically | |
| customer_id | No | Books customer ID (get from books_get_customers) | |
| invoice_date | No | Invoice date in YYYY-MM-DD format (e.g., "2024-12-31") | |
| include_line_items | No | Include deal products as invoice line items |