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Create invoices and record payments from transaction table

Create invoices and record payments from transaction table

Payment transactions in your tracking table lack accounting entries, causing reconciliation mismatches and unsettled deposits. Create invoices and post payments so books reconcile the same day.

Create invoices and record payments from transaction table

Overview

Missing posted invoices and payments slow reconciliation and obscure deposit trails. This flow converts tracked payment records into invoices and posted payments automatically, so your bookkeepers reconcile deposits the same day and close periods faster.

Create invoices and record payments from transaction table