Update family revenue totals from new payment records
Update family revenue totals from new payment records
Your family revenue totals go out of sync when new payments aren't reflected in the central sheet, causing reconciliation delays and billing confusion. Keep balances accurate for billing staff same day.
Overview
When incoming payments don't update your ledger, billing staff spend hours reconciling and families see incorrect balances. This flow posts each payment to the family revenue record automatically, so your billing team has reconciled balances within minutes and can close the day's accounts same day.