Create invoice and customer from new paid order

Your paid orders lack accounting invoices and customer records, leaving billing staff without transaction context. Create invoices and customer records so books are ready for same-day reconciliation.

Create invoice and customer from new paid order

Overview

When paid storefront orders don't reach accounting, reconciliation and cash reporting stall. This flow creates customer records and issues invoices automatically so billing can reconcile transactions the same day and reduce manual data entry.

Create invoice and customer from new paid order