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Create invoice, payment, and student record from emails

Create invoice, payment, and student record from emails

Your payment emails sit unlogged, leaving invoices uncreated and students unenrolled. It creates invoices, records payments, links or creates student records, and confirms enrollment same day.

Create invoice, payment, and student record from emails

Overview

Unprocessed payment emails leave your ledger and roster out of sync, slowing reconciliations and enrollment confirmations. This flow converts each payment email into an authorised invoice and recorded payment, links or creates the student record, and adds the course event so billing and program coordinators can reconcile and confirm enrollments the same day.

Create invoice, payment, and student record from emails