Create invoice and customer records from CRM deposits
Create invoice and customer records from CRM deposits
CRM deposit entries that don't create invoices leave billing staff without payment context, delaying reconciliation. It creates invoices and customer records so billing staff can reconcile payments same day.
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Overview
When deposit lines sit only in CRM, billing wastes time reconciling and invoices lag. This flow turns deposit entries into accounting invoices and customer records automatically, letting your billing team reconcile payments the same day.