Create invoices from payments to speed reconciliation today
Create invoices from payments to speed reconciliation today
Your successful payments lack matching invoices, forcing billing staff to create receivable records manually and slowing reconciliation. This ensures accurate invoices for same-day reconciliation.
Overview
When payments post, your billing queue often waits on manual invoice creation, which slows reconciliation and reporting. This flow creates invoices and receipts automatically, applies correct tax treatment by jurisdiction, and ensures contacts are matched so finance can close the books the same day.