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Create payment records for completed transactions in log

Create payment records for completed transactions in log

Completed payments arrive untracked, creating reconciliation gaps and delaying client billing. Capture payment details to keep billing records accurate before reconciliation.

Create payment records for completed transactions in log

Overview

Untracked completed payments create billing friction and slow invoicing. This workflow captures each completed payment event into your central payments log and normalizes timestamps and amounts so billing staff and attorneys can reconcile and invoice same day.

Create payment records for completed transactions in log