Attendance-to-invoice billing requires manual review of session records, rate verification, and calculation of billable amounts each month. Manual entry into invoicing software introduces errors and delays payment collection.
Automation reads attendance and rate data, calculates amounts due, and generates invoices directly in accounting software. Invoices are sent on time with zero manual data entry.
The full workflow, from trigger to completion.
On the last business day of the month, the automation checks that all attendance for the month has been logged.
The automation reads all attendance records for the completed month and groups them by student.
The automation verifies student rates, applies any discounts or adjustments, and calculates the total billable amount for each student.
The automation creates a new invoice for each student with the correct line items, amounts, and due date.
The automation sends each invoice to the student's email address with a payment reminder message.
The automation records the invoice creation date, amount, and student name in a billing log for audit and follow-up.
The automation sends a summary message to the admin confirming the number of invoices created and any exceptions or errors.
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