Rating & Invoicing

Q: Will automation work with our existing contract and rate card data?

Yes, automation verifies customer details and applies pricing against your contract database and rate card, so it adapts to your specific business rules and customer agreements.

Q: How does automation handle exceptions or unusual deliveries?

Automation flags deliveries that do not match standard patterns or contain missing information, routing them to your finance team for manual review before invoice generation.

Q: Can we still review invoices before they are sent to customers?

Yes, automation generates invoices ready to post but your team can review them in accounting software before sending, or configure automation to require approval for specific customer types.

Q: What data from our current system will be used by automation?

Automation reads delivery notes, customer names, service types, distances, and quality feedback from your job management system, then cross-references contracts and rate cards to calculate and create invoices.

Accurate invoices land with customers faster when rating and billing run without manual spreadsheet work.

552 hrs

Manual time identified

Companies have mapped

Map This Automation

About This Automation

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.

Key features:

Automatically extract delivery details from job records and apply consistent quality ratings based on on-time performance and condition

Verify customer names, addresses, service types, and pricing tiers against contract databases in real time

Calculate base fees, discounts, surcharges, and tax automatically based on service level and distance

Generate and post invoices directly to accounting software with all details pre-filled and validated

Flag low ratings and data mismatches for human review before invoices are sent

Link quality ratings to invoice records and notify operations of issues automatically

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual invoice data entry Staff manually type customer, line item, and amount details into accounting software, introducing typos and duplicates.	80%
2	Inconsistent quality ratings Ratings applied by different team members vary, leading to disputes and incorrect invoice adjustments.	67%
3	Customer detail mismatches Address, pricing tier, and service type errors require manual correction and rework before invoicing.	53%
4	Slow invoice delivery Multi-day delays between delivery completion and invoice send reduce cash flow and customer satisfaction.	40%
5	Audit trail gaps Rating and invoice links are not consistently recorded, complicating dispute resolution and compliance reviews.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.6/ 10

AI Fit Rating™

8.9/ 10

Automation Lift Index™

8.7/ 10

Hidden Overhead™

7.3/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Delivery Marked Completetrigger

Workflow triggers when a delivery status changes to completed in the job management system or a new delivery record arrives via email or API.

2. Extract Delivery Data

Automation reads delivery details (customer, service type, distance, notes) from the job record and stores them in a structured format.

3. Apply Rating Rules

The automation evaluates delivery notes and applies consistent quality rating rules. It flags any missing or conflicting data for human review.

4. Verify Customer & Service

Automation cross-checks customer name, address, and service type against the contract database. It flags mismatches for manual correction.

5. Calculate Invoice Amount

Automation applies the rate card, calculates base fee, applies rating-based adjustments, and computes tax automatically.

6. Create Invoice

Automation generates and posts the invoice directly with all line items, amounts, and metadata linked to the delivery record.

7. Send Invoice via Email

Automation sends the invoice to the customer email address and logs the send timestamp in the job record.

8. Notify Operations

If rating is below threshold or data was corrected, automation sends a summary message to the operations channel for awareness and follow-up.

Most popular tool stack used

— the complete tool combinations companies use

52% of companies

28% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

232 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What happens if a delivery rating is flagged as low or incomplete?

Automation flags low ratings and missing data for human review before the invoice is sent, ensuring your team can investigate and correct issues before the customer is billed.

Will automation work with our existing contract and rate card data?

How does automation handle exceptions or unusual deliveries?

Can we still review invoices before they are sent to customers?

What data from our current system will be used by automation?

View more FAQs

Process pain:8.6/10

Mapped by:4 Companies

Map this to your business to get your exact numbers.

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Page updated 10 August 2026