Mark billing invoice paid from recorded EFT payment
Mark billing invoice paid from recorded EFT payment
Your recorded EFT payments may not update invoice status, leaving receivables unclear and delaying reconciliation. Keep invoice statuses reconciled and collections moving the same day.
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Overview
When EFTs hit your accounting ledger they must be reflected in billing immediately or reconciliations and collections stall. This workflow updates invoice status in the billing platform and notifies finance, enabling reconciled receivables and actionable follow-up the same day.