Rating and invoicing is the process of reviewing completed deliveries, assigning quality ratings, verifying customer details, calculating amounts, and generating invoices. Manual execution is time-consuming and error-prone, with staff spending per delivery across multiple systems and spreadsheets.
Automation reads delivery notes, applies consistent rating rules, verifies customer and service details against contracts, calculates invoice amounts with tax, and generates invoices ready to post. The result is invoices created in minutes instead of days, with fewer errors and disputes.
The full workflow, from trigger to completion.
Workflow triggers when a delivery status changes to completed in the job management system or a new delivery record arrives via email or API.
Automation reads delivery details (customer, service type, distance, notes) from the job record and stores them in a structured format.
The automation evaluates delivery notes and applies consistent quality rating rules. It flags any missing or conflicting data for human review.
Automation cross-checks customer name, address, and service type against the contract database. It flags mismatches for manual correction.
Automation applies the rate card, calculates base fee, applies rating-based adjustments, and computes tax automatically.
Automation generates and posts the invoice directly with all line items, amounts, and metadata linked to the delivery record.
Automation sends the invoice to the customer email address and logs the send timestamp in the job record.
If rating is below threshold or data was corrected, automation sends a summary message to the operations channel for awareness and follow-up.
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