Record installment orders to a shared payments tracking sheet
Record installment orders to a shared payments tracking sheet
Your installment orders aren't tracked centrally, creating missed receipts and slow reconciliation. Log each installment sale to a shared payments sheet so billing can reconcile before month-end.
Overview
Installment orders commonly slip out of sight and delay reconciliations, especially in small ecommerce operations. This workflow captures installment-paid orders into a shared payments sheet and routes them to billing so reconciliations and follow-ups happen before month-end.