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Create sales invoices and email accounting when clients missing

Create sales invoices and email accounting when clients missing

You get preadmit payments without a matching client record, which stalls invoicing and reconciliation. Create and post authorised sales invoices or notify billing for same-day reconciliation.

Create sales invoices and email accounting when clients missing

Overview

Preadmit payments must turn into posted invoices or immediate alerts, otherwise reconciliation falls behind and billing follow-up piles up. This flow converts successful payments into authorised sales invoices or alerts billing so accounts are reconciled the same day.

Create sales invoices and email accounting when clients missing