Invoicing and payment tracking at repair shops involves manually entering job details into accounting software, sending invoices, and chasing overdue payments. This repetitive work consumes hours each week and delays cash flow.
Automation reads completed work orders and generates invoices instantly, monitors payment status daily, and alerts the owner to overdue accounts. Invoices reach customers the same day, and payment tracking happens without manual intervention.
The full workflow, from trigger to completion.
The automation is triggered when a work order status changes to completed or the shop's system.
The automation reads the completed work order and extracts customer name, job description, parts, labour hours, and rates.
The automation creates a new invoice with the extracted details, automatically populating all fields.
The automation generates the invoice as a PDF from QuickBooks.
The automation sends the invoice PDF to the customer's email address with a standard payment request message.
The automation records the invoice number, customer name, amount, and due date tracking sheet.
Daily, the automation checks for invoices overdue by 15+ days and posts a summary alert for the owner to review and follow up manually.
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