Update subscription invoice records into your central table
Update subscription invoice records into your central table
Your subscription invoices lack tracking, delaying reconciliation and donor receipts. Map invoice numbers to the central table so billing staff can reconcile and send receipts same day.
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Overview
Untracked subscription invoices force manual reconciliation and delay donor receipts. This workflow ties every incoming subscription invoice to your central billing table so billing staff and program coordinators can reconcile and issue receipts the same day.