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Set invoice record to Paid or Approved after payment

Set invoice record to Paid or Approved after payment

Your invoice records miss payment verification, leaving billing unsure which items are settled. Get accurate invoice statuses for billing staff so reconciliation finishes the same day.

Set invoice record to Paid or Approved after payment

Overview

Payment notifications often arrive without clear reconciliation, forcing billing staff into manual checks. This flow validates payments, marks invoice records as paid or approved, and routes exceptions so reconciliations complete the same day.

Set invoice record to Paid or Approved after payment