Invoicing after shipment requires matching delivery quantities to purchase orders, applying contract pricing, and routing drafts for approval before a bill ever reaches the customer.
An automated version matches shipment data to purchase orders, drafts the invoice with correct pricing, and routes it for a quick approval decision. Once approved, it sends the invoice, logs its status, and follows up automatically if the customer has not acknowledged receipt.
The full workflow, from trigger to completion.
An order status change to complete starts the invoicing workflow automatically.
The Invoice Matching cross-checks delivered quantities against the purchase order and applies contract pricing.
A draft invoice is created automatically with the matched line items and pricing.
The AR manager gets a message with the draft invoice and a one-click approve or reject option.
If rejected, the manager corrects the specific line item directly and resubmits for send.
Once approved, the invoice PDF is emailed to the customer's billing contact immediately.
Invoice number, amount, and send date are written to the tracking sheet without manual entry.
The automation monitors due dates and sends a reminder email if an invoice goes unacknowledged.
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