Create daily credit card invoices from CRM summary
Create daily credit card invoices from CRM summary
Daily credit-card transactions in your CRM lack matching invoices, delaying reconciliation and payments. Create draft sales invoices automatically so billing can reconcile same day.
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Overview
Stop manual invoice creation for daily card takings and remove reconciliation bottlenecks for billing staff. This flow converts CRM summary lines into draft sales invoices and writes the invoice reference back so your team can close credit-card receipts the same day.