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Create sales receipts and customer records from paid online orders

Create sales receipts and customer records from paid online orders

Paid online orders that don't create customer records or receipts stall bookkeeping and delay job billing. Automate receipt and customer creation so finance can reconcile same day.

Create sales receipts and customer records from paid online orders

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Overview

Paid storefront orders should flow into your books without manual entry; this pipeline captures customer info, computes discounts, and creates sales receipts automatically. That reduces reconciliation work and gets finance ready to invoice and reconcile same day.

Create sales receipts and customer records from paid online orders