Billing and invoicing at tax practices involves manually pulling client data, creating invoices from templates, and recording them in multiple systems. This repetitive work consumes significant time and introduces errors through duplicate data entry.
Automation pulls engagement data directly into invoices, generates PDFs, records them in accounting software, and monitors payment status automatically. the team sends invoices same-day and tracks collections with minimal manual effort.
The full workflow, from trigger to completion.
The automation watches for a service delivery record marked as ready to invoice. It pulls the client, service, and rate data automatically.
The automation creates a new invoice with client details, service line items, hours, rates, and tax codes pre-filled from the engagement record. No manual data entry.
The automation retrieves the invoice PDF and sends it to the client email address with a standard message. A copy is logged.
A notification is posted to the finance team channel confirming the invoice number, client, and amount sent.
The automation sets a reminder to check payment status 7 days after the due date and flags the invoice for follow-up if unpaid.
If payment is not received by the due date, the automation sends a reminder email to the client and notifies the bookkeeper.
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