Create daily invoice and email sales receipt to accounting
Create daily invoice and email sales receipt to accounting
Your daily sales entries aren't posted to accounting, causing manual invoice creation and delayed reconciliation. You receive a posted invoice and PDF emailed to billing for same‑day reconciliation.
Overview
If daily sales forms aren't posted, finance spends hours on manual entries and reconciliation. This flow creates invoice records and posts payments automatically, then emails the PDF to billing so your team can reconcile the same day.