Create customer contact in accounting from new purchases
Create customer contact in accounting from new purchases
New purchases aren't creating accounting contacts, causing billing delays and messy customer records. Add purchaser contact details to accounting so invoices and reconciliations complete same day.
Overview
Stop billing backlogs by capturing purchaser contacts in your accounting system the moment a sale completes. This keeps billing staff and owners working from accurate records so invoices and reconciliations can close same day.