Record monthly client cashback totals into table and ledger
Record monthly client cashback totals into table and ledger
You lack a central table of client monthly spend and cashback, which slows reconciliation. It generates reconciled cashback entries so billing and project leads can close monthly reports within days.
Overview
Stop reconciling spreadsheets and scattered reports each month; this flow gathers paid orders, computes tiered cashback, and writes a single reconciled record per client into your table. Billing and project leads can close monthly reports and prepare payouts within days.