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Create invoices and record payments from processing orders

Create invoices and record payments from processing orders

You lose billed revenue when processing orders aren't invoiced, which delays reconciliations and refunds. Post invoices and payments automatically so books reconcile before month end.

Create invoices and record payments from processing orders

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Overview

When orders move to processing you can’t afford revenue to sit unbilled or unreconciled. This workflow turns each qualifying order into a sales invoice and posts its payment so finance can close books before month end.

Create invoices and record payments from processing orders