Create payments from paid member invoices for same day
Create payments from paid member invoices for same day
Paid membership invoices in your AMS don't appear in accounting, delaying reconciliation and deposit matching. This creates payments in the ledger so billing can reconcile same day.
Overview
Unrecorded membership payments force manual reconciliation and create deposit uncertainty for small teams. This workflow writes payment records into your accounting within minutes so you can reconcile and prepare deposits same day.