Create paid appointment ledger row for your bookkeeping
Create paid appointment ledger row for your bookkeeping
Your appointment payments lack a central ledger, delaying reconciliation and leaving dispatch without billing context. Log payment rows automatically to keep billing and dispatch aligned same day.
Overview
Unrecorded paid appointments create reconciliation drag and leave dispatch working from incomplete information. This workflow writes every paid appointment to a central ledger so billing staff and owners can reconcile same day and keep operations aligned.