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Create AR rows for new invoices and enrich customers

Create AR rows for new invoices and enrich customers

Generated invoices sit outside your ledger, leaving collections without PO context. Record each invoice row and enrich with customer flags so AR can prioritize same-day collections.

Create AR rows for new invoices and enrich customers

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Overview

When invoices are generated in your billing system but not logged centrally, collections lacks the context to act and reconciliation slows. This workflow captures each invoice into your AR register and enriches rows with customer billing flags so teams can prioritize and resolve outstanding balances same day.

Create AR rows for new invoices and enrich customers