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.
Workflow preview:
Zap details:
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.