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Create ledger payment entry from successful customer charge

Create ledger payment entry from successful customer charge

Your monthly and legacy payment charges can miss the ledger when gateway receipts aren't recorded. It creates payment records and updates your tracker so reconciliation finishes the same day.

Create ledger payment entry from successful customer charge

Overview

Unposted payments create reconciliation friction and slow down cash visibility for owners and finance staff. This workflow posts each successful charge into your ledger and updates the subscription tracker, so reconciliation completes the same day and bookkeeping time drops.

Create ledger payment entry from successful customer charge