Create direct-debit invoices and link refs to CRM
Create direct-debit invoices and link refs to CRM
Your direct-debit transactions often sit un-invoiced overnight, delaying billing and reconciliation. Create draft invoices and record invoice references in CRM so billing can reconcile by morning.
Overview
Run a reliable nightly job that converts direct-debit transactions into draft invoices and writes invoice references back to the CRM. That removes manual billing steps and delivers reconciliation-ready invoices to finance by morning.