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Create payment records from credit note PDFs for billing

Create payment records from credit note PDFs for billing

When credit note PDFs land in your shared drive they sit unrecorded and delay reconciliation. It creates payment records so billing staff can reconcile credits the same day.

Create payment records from credit note PDFs for billing

Overview

Unrecorded credit note PDFs slow reconciliation and create month-end surprises for billing. This flow converts each PDF into a payment record automatically so your billing staff can reconcile credits the same day and reduce manual entry ahead of close.

Create payment records from credit note PDFs for billing