Create draft sales invoice for small business payments
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.
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.