Invoicing and payment tracking at parts installation businesses involves manually retrieving job data, creating invoices in accounting software, sending them to customers, and then spending hours each week monitoring payments and chasing overdue accounts.
Automated invoicing reads completed jobs directly from the job management system, creates fully formatted invoices instantly, sends them automatically, and monitors payment status daily with automatic reminders for overdue accounts.
The full workflow, from trigger to completion.
A job status changes to complete, triggering the automation.
The automation reads the completed job record, pulling customer details, parts list, labour hours, and any additional charges.
A new invoice is automatically created with the extracted job data, line items, tax, and payment terms.
The invoice PDF is automatically sent to the customer email address with a standard message.
Invoice details are automatically added to a Google Sheet for payment monitoring and reporting.
The automation checks daily for payment status and compares bank deposits to outstanding invoices.
If an invoice reaches its due date unpaid, an automatic reminder email is sent to the customer.
Once payment is confirmed, the job record is automatically updated to mark it as invoiced and paid.
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