Create invoice records from received payments for reconciliation

You get payment records with no CRM invoice, stalling reconciliation and cash application. Create linked invoice and line-item records so billing staff reconcile payments same day.

Overview

Manual rekeying between accounting and CRM slows reconciliation and risks misapplied cash at close. This flow turns each payment into a linked CRM invoice and detailed line-item records so billing staff can reconcile payments same day and reduce close friction.