Log client payments to central table for bookkeeping
Log client payments to central table for bookkeeping
Your client payments arrive untracked, delaying bookkeeping and obscuring invoice status. Create consolidated payment entries so billing staff can reconcile accounts the same day.
Overview
Untracked payments slow bookkeeping and leave invoices unreconciled at close. This workflow creates a centralized payments ledger automatically so billing staff and the business owner can reconcile same day and close the books ahead of the next billing run.