Create receipt records from new payments for finance
Create receipt records from new payments for finance
Your received payments don't always create a clear receipt record, leaving billing staff to hunt across systems for reconciliation. It creates and links receipts automatically so finance can reconcile the same day.
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Overview
Payments that aren't logged as receipts slow reconciliation and create audit gaps. This workflow captures each successful payment, formats amounts, links to the customer record, and creates a receipt so billing staff can reconcile and issue statements the same day.