Create payment request and log payment reference to board
Create payment request and log payment reference to board
New order board items without payment requests block your billing staff and stall reconciliation. Create and log the payment request so invoices go out and reconciliation completes same day.
Overview
When orders arrive without payment requests your billing cycles drag and reconciliation falls behind. This flow creates the payment request with the provider and writes the payment reference back to the order so billing staff can invoice and reconcile same day.