Create sales invoice from updated spreadsheet row for payments
Create sales invoice from updated spreadsheet row for payments
Unmatched payments in your tracking sheet delay collections and reconciliation. Create and post invoices automatically so billing staff receive reconciled records same day.
Overview
Manual invoice creation from payment sheets ties up billing staff and delays reconciliation. This flow creates and posts authorized invoices automatically when a row updates and returns an invoice timestamp to the sheet so billing achieves reconciled records the same day.