Invoicing after shipment requires pulling order details, matching them against purchase orders, applying tax and freight, and routing the draft for approval before it reaches the customer. Manual cross-checks and approval waits slow down cash collection and invite pricing errors.
The automated version pulls shipment and order data, checks it against purchase order terms, and prepares the invoice with tax and freight applied. Once cleared, it sends the invoice, logs it, and sets a payment reminder without manual re-entry.
The full workflow, from trigger to completion.
Flags the order as fulfilled and passes the shipment record to the automation.
The automation pulls SKUs, quantities, and pricing, then checks the order against the customer's purchase order.
Any pricing mismatch or invoice over $5,000 is routed to a billing administrator for a quick manual check.
The automation builds the invoice with matched line items, tax, and freight charges applied automatically.
The finished invoice PDF is emailed to the customer's billing contact without waiting on a manual send.
The invoice, amount, and due date are logged in the AR tracker with a payment reminder set automatically.
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