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Create payment records with invoice PDFs from sheet rows

Create payment records with invoice PDFs from sheet rows

You get payment rows in a sheet without invoice PDFs, forcing manual lookups. It creates payment items with attached invoices so billing staff reconcile same day.

Create payment records with invoice PDFs from sheet rows

Overview

Turn noisy spreadsheet imports into auditable payment records so billing staff stop chasing missing invoices. With attached PDF invoices and itemized board entries, reconciliations finish faster and same-day accounting becomes routine.

Create payment records with invoice PDFs from sheet rows