Generate customer invoices and record billing from payments

Your online course payments lack matching customer billing details, delaying receipts and tax prep. You can issue receipts and reconcile accounts the same day.

Generate customer invoices and record billing from payments

Overview

Unmatched payments slow invoicing and pile up behind reconciliation tasks — you need receipts out the door and books ready for review. This flow turns each cleared payment into a formatted invoice and a billing record so receipts can be issued and accounts reconciled the same day.

Generate customer invoices and record billing from payments