Create draft sales invoice for small business payments

You get payments without an invoice, leaving revenue unrecorded and reconciliation delayed. Create draft sales invoices automatically so billing staff can review and post them same day.

Create draft sales invoice for small business payments

Overview

When charges hit your payment gateway without an invoice, bookkeeping and cash visibility slip. This flow creates draft sales invoices and normalizes billing details so billing staff can review and post records same day, keeping reconciliation on schedule.

Create draft sales invoice for small business payments