Create end-of-day invoices, post payments, and email PDF
Create end-of-day invoices, post payments, and email PDF
Your daily closure forms contain sales and payment totals that, when unprocessed, delay invoice posting and reconciliation. You get invoices and payment records created and emailed for review same day.
Overview
Stop manual end-of-day posting and ensure every shift's sales turn into posted invoices and payment records daily. This flow creates invoices, records payments, and emails PDFs to submitters and finance, enabling same-day reconciliation and fewer disputed totals.