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Create sales ledger rows for approved online charges

Create sales ledger rows for approved online charges

Your completed payments aren't reaching the sales ledger, delaying reconciliation and obscuring project revenue. Log each charge as a row so billing and project leads can reconcile same day.

Create sales ledger rows for approved online charges

Overview

When charges skip your ledger, reconciliation drags and project revenue visibility blurs. This flow captures qualifying charges and logs them into a single sales worksheet, enabling billing staff and project leads to reconcile same day.

Create sales ledger rows for approved online charges