Create sales invoices from new online payments and fees
Create sales invoices from new online payments and fees
You can't reconcile when payment charges aren't recorded as invoices, leaving receivables incomplete and billing staff doing manual entry. Get invoices posted same day.
Overview
When online payments bypass your receivables, reconciliation stalls and staff waste hours on manual entry. This flow turns each payment into an authorised, itemized invoice so billing and sales ops get accurate receivables and same-day posting for faster donor acknowledgment.