Collect payments from invoice button and update records
Collect payments from invoice button and update records
Your invoices lack linked payment records, causing manual lookups and missed collections slowing cash reconciliation. Payments are charged and logged to the invoice for same-day reconciliation.
Overview
Remove manual payment lookups and get invoices charged and recorded without extra effort, freeing billing staff to focus on exceptions. The flow charges mandates and writes payment IDs back to invoices, enabling same-day reconciliation and clearer cash visibility.