Create payment ledger rows for new coaching purchases
Create payment ledger rows for new coaching purchases
You get payment notifications that aren't in your finance ledger, delaying reconciliation and enrollment prep. Capture payments as rows so billing staff can reconcile and begin enrollment same day.
Overview
Manual payment entry slows reconciliation and delays new-student enrollment—costing time and risking missed start dates. This flow captures each incoming payment as a single finance row and surfaces fees so billing staff can reconcile and begin enrollment same day.