Create payment entries from new high-value property deals

New property deals arrive without payment entries, causing manual ledger work and delayed invoices. Automating rows keeps billing and reconciliation up-to-date before the next billing run.

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Overview

New deals for properties often enter the CRM without a structured payment record, leaving billing staff to reconcile manually and delaying invoices. This flow creates formatted ledger rows and maps owner and date details so finance coordinators can reconcile and issue invoices same day, keeping the next billing run on schedule.