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Create receivable and sales records from payment forms

Create receivable and sales records from payment forms

Your payment form submissions create one-off entries that require manual AR updates. It centralizes sales and installment rows so billing staff can reconcile accounts same day.

Create receivable and sales records from payment forms

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Overview

When payment form submissions hit your inbox as isolated items, reconciliation becomes manual and installment context is lost. This flow creates a sales header and itemized receivable rows so billing staff receive complete AR records and can reconcile same day.

Create receivable and sales records from payment forms