Create paid invoice records in your client finance table
Create paid invoice records in your client finance table
Your paid invoices aren't recorded in your client ledger, creating reconciliation gaps for billing staff. It creates finance rows so billing and operations view cleared payments same day.
Overview
When paid invoices don't flow into your ledger, reconciliation and cash reporting slow down and leadership lacks visibility. This workflow captures paid invoices and logs them to your finance table so billing and operations see cleared payments the same day.