Stop paid orders lingering in unpaid invoice register
Stop paid orders lingering in unpaid invoice register
Finance teams see paid, tagged orders stay in the order log and clog the unpaid register. The workflow deletes matched rows so the unpaid register is accurate.
Overview
Lingering paid invoices in the order log create reconciliation headaches and audit exposure for finance teams. This workflow removes matched order rows when payments are tagged paid, eliminating manual cleanup so the unpaid register reflects only outstanding invoices and reconciliation proceeds without extra handoffs.
Notable Features
- Delete matching order rows on payment
- Filter orders by paid tag
- Update unpaid register without manual entry