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Create payment ledger row for new client sessions

Create payment ledger row for new client sessions

Your session payments lack consistent appointment IDs and dates, which slows reconciliation for billing staff. Payments are recorded to a central sheet automatically so reconciliations finish before the monthly close.

Create payment ledger row for new client sessions

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Overview

When client payments arrive without structured metadata, reconciliation becomes manual and error-prone. This workflow captures payment lines with appointment linkage, fees, and net amounts into a single worksheet so billing staff can reconcile and close accounts before the monthly run.

Create payment ledger row for new client sessions