When you close a deal as won, you don't have to re-key its products into an invoice by hand. Cornerspot can generate an invoice straight from the deal's value and line items — and it arrives in your Invoices list as a draft that's linked right back to the deal. This guide shows you how, start to finish. (You'll need both the CRM and billing features on your plan.)
How to create an invoice from a closed-won deal
The invoice is generated by the Mark Won + Convert action on the deal's detail page. It opens a short wizard that confirms what will be created, lets you optionally provision portal access, and sets up the invoice — then drops you on the new draft.
1. Open the closed-won deal
Go to the deal you've closed as won. The Mark Won + Convert quick action appears whenever a deal is in a closed-won stage and has line items. (If you've already converted it once, the button reads Continue Conversion and only bills any new line items.)
2. Confirm what will be created
Click Mark Won + Convert to open the wizard. The first step summarizes the deal, the account, and how its line items will be billed, along with the invoice that will be created. Tick the acknowledgement box and click Continue.
3. Optionally provision portal access
On the Portal Users step you can give the account's contacts access to the member portal — invite all of them, pick specific contacts, or skip it for now. Make your choice and click Continue.
4. Set up the invoice
The Billing step previews the invoice that will be created. Leave Finalize the first invoice immediately off if you want the invoice to land as a draft you can review before sending (turn it on to assign an invoice number and open it for payment right away). You can also set payment terms and an internal note that lands on the invoice. Then click Continue.
5. Review and run the conversion
The Review step shows the final summary. When everything looks right, click Run conversion. Cornerspot creates the invoice from the deal's line items, taxes, and discounts, and the summary lists what was created with links to open it.
6. Review the draft invoice — linked back to the deal
Open the new invoice and you'll find it in Draft status, with the deal it came from shown in the Linked records card. From here it behaves like any other invoice: review it, then finalize it to assign an invoice number and open it for payment, and send it to your customer.
What to know about deal-generated invoices
- It starts as a draft (by default): unless you chose to finalize during the wizard, the invoice arrives as a fully editable draft so you can review it before sending.
- It's linked to the deal: the originating deal appears in the invoice's Linked records card, keeping the trail from opportunity to invoice intact.
- It's a normal invoice: finalize it, download a PDF, record payments, or send reminders exactly as you would for a one-off invoice.
- Requires CRM + billing: generating an invoice from a deal needs both features on your plan.
Tips
- Make sure the deal's line items are complete before you convert — the invoice is built from them.
- Leave finalize off if you want to double-check the customer, currency, and amounts before the invoice is sent.
- To re-bill line items added to the deal after the first conversion, re-run Continue Conversion from the deal.