Log each new client payment to your central payments ledger
Log each new client payment to your central payments ledger
Your payment records are scattered after sales, slowing reconciliation and leaving billing without invoice context. Centralize and enrich payment entries so billing can reconcile the same day.
Overview
Untracked payments slow reconciliation and obscure cash visibility for owners and billing staff. This flow captures each payment as a single, enriched ledger entry so your finance team can reconcile accounts the same day and close books faster.