Create payment transaction from new check record in CRM
Create payment transaction from new check record in CRM
Your check payment records sit unposted, causing reconciliation gaps and manual work for billing staff. They are posted to your CRM as payment transactions for same-day reconciliation.
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Overview
Stop manual payment entry and reconciliation delays by posting check records to your CRM as payment transactions automatically. Billing staff get reconciled entries same day, enabling faster cash application and cleaner month-end close.