Update bank transfer records with payment matches from feed
Update bank transfer records with payment matches from feed
Your bank transfer lines don't auto-link to sales orders, forcing manual reconciliation and shipping delays. This links and clears matching records so you can reconcile payments faster, often same day.
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Overview
When transfer lines don't match orders you spend time reconciling and delay shipments. This flow automatically links transfers to order records and updates your payment table, letting you reconcile faster and often ship same day.