Create payment record from new booking tracking entry
Create payment record from new booking tracking entry
Your payment-tracking entries are missing Payments records, leaving project managers without billing context for bookings and ministers. Enables same-day reconciliation by billing staff.
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Overview
When payment-tracking entries aren't turned into Payments records, project managers and billing staff lose reconciliation context and invoices can be delayed. This flow captures each tracking entry as a Payments record, links it to the booking and assigned minister, and delivers same-day billing readiness for faster follow-up.