Mark paid invoices in records after accounting match

Invoices can remain flagged unpaid in your tracker after payments post, stalling reconciliation for moving jobs. The weekly sweep corrects statuses so billing staff see accurate records each week.

Mark paid invoices in records after accounting match

Overview

Stop manual cross-checks that stall your billing cycle: this weekly sweep finds rows flagged for review, confirms payments in your accounting system, and marks internal invoice records Paid. Billing staff and leadership get reconciled status after each weekly run so collections and client billing stay on schedule.

Mark paid invoices in records after accounting match