Billing and invoicing at SMSF administration firms involves manually gathering billable data from scattered sources, creating invoices in accounting software, and chasing overdue payments. This repetitive work consumes significant staff time and leaves invoices unpaid longer than necessary.
Automation captures billable events automatically, generates invoices with correct customer and tax data, monitors payment status daily, and sends reminders on schedule. Invoices reach customers faster and overdue accounts are caught and acted on consistently.
The full workflow, from trigger to completion.
A new sale, project milestone, or time entry is recorded in the source system (,, or ). The automation platform monitors for this event.
The automation retrieves customer details, amounts, and line items from the source system and formats them for invoice creation.
A new invoice is automatically generated with all required fields populated, tax codes applied, and due date set.
The invoice is automatically sent to the customer email address with a templated message and PDF attachment.
The automation checks daily for payment status and flags invoices that are approaching or past due date.
If an invoice remains unpaid 5 days after due date, an automated reminder email is sent to the customer.
Overdue invoices are logged as tasks for the accountant to follow up by phone or escalate.
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