Skip to content
Add authorised sales invoices to central reconciliation worksheet

Add authorised sales invoices to central reconciliation worksheet

Your authorised sales invoices are sitting only in accounting, creating manual exports and delayed reconciliations for billing staff. Capture invoice details into a shared sheet so finance can reconcile and act before the next billing run.

Add authorised sales invoices to central reconciliation worksheet

Workflow preview:

Zap details:

Add authorised sales invoices to central reconciliation worksheet