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Create payment records for each new customer payment

Create payment records for each new customer payment

Your client payments often arrive without a central record, causing reconciliation gaps and billing confusion. The workflow logs payments to your payments table so bookkeeping stays accurate same day.

Create payment records for each new customer payment

Overview

Unrecorded payments create afternoon reconciliation work and risk missed refunds or credits. This workflow captures every client payment into a single payments table, giving bookkeeping an accurate view same day and reducing manual entry.

Create payment records for each new customer payment