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Create invoice and post payment from form submissions

Create invoice and post payment from form submissions

Your payment and proposal form submissions sometimes arrive unrecorded, so invoices are missing and reconciliation is delayed. You get invoices and payments recorded for same-day reconciliation.

Create invoice and post payment from form submissions

Overview

Stop manually entering invoices from accepted proposals—this flow turns each form submission into a posted invoice and records payments when provided, giving you cleaner books. That reduces reconciliation time and gets cash visibility the same day.

Create invoice and post payment from form submissions