Create draft sales invoice and contact from paid order
Create draft sales invoice and contact from paid order
Your paid storefront orders lack accounting records, delaying reconciliation and collections. Create invoices and contacts automatically so billing can reconcile and bill customers same day.
Overview
When paid orders bypass accounting, month-end reconciliation stretches and collections slow. This flow creates contact records and draft sales invoices as payments arrive, giving billing staff ready records within minutes so reconciliations and collections can happen same day.