Invoicing and receivables management requires manually creating invoices from job records, sending them to clients, tracking payments, and following up on overdue amounts. This repetitive work consumes significant time and creates delays in cash collection.
Automation reads completed job data, generates and sends invoices instantly, monitors payment status daily, and triggers reminder emails automatically. The result is faster invoicing, quicker payment collection, and minimal manual oversight.
The full workflow, from trigger to completion.
A new job record is logged as complete in the job management system or spreadsheet, triggering the invoicing workflow.
The automation reads the job record and extracts client name, service date, service description, and amount owed.
A new invoice is automatically created with the extracted job details, assigned a unique invoice number, and set to the standard due date.
The invoice PDF is generated and automatically sent to the client with a professional payment request message and due date.
Invoice details are automatically logged tracking sheet for visibility and reporting.
The automation checks daily for payment receipts and updates the tracking sheet. If an invoice remains unpaid 3 days past due, a reminder email is automatically sent to the client.
A daily summary of unpaid and overdue invoices is posted, alerting the finance team to any accounts requiring follow-up.
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