Invoicing and receivables management involves creating invoices from orders, sending them to customers, tracking payments, and following up on overdue amounts. Manual processes create data entry errors, slow cash collection, and consume significant staff time each month.
Automation reads confirmed orders, generates accurate invoices instantly, matches incoming payments automatically, and sends overdue reminders without manual intervention. The result is faster cash flow, fewer errors, and staff freed to focus on customer relationships and exceptions.
The full workflow, from trigger to completion.
Automation detects when an order status changes to confirmed or the order system.
The automation platform retrieves customer, order, and line item data directly using its API, eliminating manual copy-paste.
The automation creates a formal invoice with the extracted data, applying correct tax rates and payment terms automatically.
The automation sends the invoice to the customer email address, with a templated message and PDF attachment.
The automation checks and bank feeds daily for incoming payments, matching them to outstanding invoices by amount and customer.
When a payment is detected, the automation marks the corresponding invoice as paid and updates the bank account.
The automation identifies invoices past their due date and sends a reminder email to the customer, with an escalation to the finance team.
The automation generates and posts an updated accounts receivable aging report, giving the finance team real-time visibility into outstanding invoices.
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