Create invoices from membership payments for finance team
Create invoices from membership payments for finance team
Your membership payments aren't recorded in accounting, causing reconciliation delays and missed invoice records. Invoices are created and sent to contacts for same-day reconciliation.
Overview
When membership payments don't turn into invoices, reconciliation stalls and month‑end work multiplies. This flow converts each qualifying payment into an authorised sales invoice and delivers it to the contact, enabling same‑day reconciliation and cleaner ledgers.