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Create merchant account check calendar event for paid invoices

Create merchant account check calendar event for paid invoices

Your paid invoices lack a scheduled check for merchant deposits, so billing cannot confirm funds or send paid receipts. You get a calendar reminder to verify deposit and issue the paid invoice same day.

Create merchant account check calendar event for paid invoices

Overview

When invoice payments post without a verification step, deposits can be missed and invoicing stalls. This flow creates a brief calendar verification event for billing so staff confirm merchant deposits and issue paid invoices the same day.

Create merchant account check calendar event for paid invoices