Record payment submissions and update balances in sheets
Record payment submissions and update balances in sheets
Form payment submissions often leave customer balances out of date and require manual spreadsheet edits. It updates transaction rows and balances so billing staff can reconcile and act the same day.
Overview
When payment forms don't hit your ledger, collections slow and reconciliation becomes a week-long chore. This flow captures each submission, posts a transaction row, updates balances, and surfaces outstanding accounts—so billing can act the same day.