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Create payment records from incoming payments for finance

Create payment records from incoming payments for finance

Your incoming payments missing household IDs leave receipts unlinked and delay reconciliation. The workflow logs each payment to your finance workspace so reconciliation completes the same day.

Create payment records from incoming payments for finance

Overview

Unlinked payments create reconciliation backlog and obscure AR status. This flow logs each payment with invoice and line-item context into your finance workspace so billing staff can reconcile and close AR the same day.

Create payment records from incoming payments for finance