Mark paid invoices, update ledger row, and archive PDFs
Mark paid invoices, update ledger row, and archive PDFs
Your invoice tracking sheet and PDFs go out of sync when payments only post in accounting, creating reconciliation gaps. Paid invoices are marked and PDFs archived so you can reconcile the same day.
Overview
Stop chasing missing PDFs and manual ledger updates after payments post. This flow marks invoices paid, archives their PDFs into month folders, and updates your receivables sheet so billing can reconcile the same day.