Create sales invoices from received payments and attach PDF
Create sales invoices from received payments and attach PDF
You receive payments without invoices, creating manual reconciliation and delayed bookkeeping. The workflow creates submitted sales invoices with PDFs attached so finance reconciles same day.
Overview
Unrecorded payments create reconciliation gaps and extra manual work for billing staff. This flow turns each qualifying payment into a submitted sales invoice with the payment PDF attached so your finance team can reconcile the books the same day.