Update refund status in finance ledger within minutes
Update refund status in finance ledger within minutes
Your refund events and sales rows go out of sync when refunds aren't marked, delaying reconciliation. The workflow updates ledger rows so billing staff can reconcile same day.
Overview
When refunds aren't reflected in your ledger, month-end reconciliation stalls and billing staff chase discrepancies. This flow marks refunded rows and adjusts amounts automatically so finance can close books and reconcile same day.