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Create client records and invoices from paid forms

Create client records and invoices from paid forms

Paid session forms arrive unprocessed, causing duplicates and delayed deposits. It creates client records, posts deposit invoices, and records payments so you reconcile same day.

Create client records and invoices from paid forms

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Overview

Manual entry of paid bookings creates duplicate rows and billing lag that steals time from your team. This flow converts each paid form into a client, posts a deposit invoice, and records payment automatically, so billing and scheduling reconcile same day.

Create client records and invoices from paid forms