Skip to content
Log inSign up
Templates
Create invoices from card payments and update contacts

Create invoices from card payments and update contacts

Unmatched card payments leave invoices missing and customer records out of date. Automate invoice creation and contact updates so finance can reconcile transactions same day.

Create invoices from card payments and update contacts

Overview

When card payments don't produce invoices, billing spends time reconciling and misses billing cycles. This flow creates a sales invoice and updates the customer record automatically so billing staff can reconcile transactions the same day.

Create invoices from card payments and update contacts