Create invoice and record payment from charges received

Card payments arrive without invoices or applied receipts, delaying reconciliation and month-end close. Create invoices and post payments automatically so receivables reconcile same day.

Overview

Unposted or unmatched card payments create blind spots in cash reporting and slow reconciliation. This flow converts each qualifying payment into an authorised invoice and posts the payment to your ledger automatically, so billing staff can reconcile same day and reduce month-end exceptions.