Finance teams: capture accounts receivable and sales records from payments
Finance teams: capture accounts receivable and sales records from payments
Finance teams lose receivables when payment forms aren't turned into AR records, causing collection gaps and reconciliation errors. Ensuring accurate AR entries so finance can begin collections and reconcile books.
Overview
Missed receivables create collection gaps and messy books for finance leaders. This workflow turns every payment form into a sales record and installment AR lines, eliminating missed entries and creating a clear audit trail. Finance can start collections and reconcile with confidence.
Notable Features
- Create accounts receivable records
- Add installment line items
- Notify finance and sales reps