About This Automation
Invoicing and payment collection for tyre jobs relies on paper job cards, spreadsheet rate lookups, and manual bank feed checks. This creates delays between job completion and payment, and overdue balances often go unnoticed for days.
An automated version generates itemized invoices the moment a job is marked complete, sends them immediately, and matches incoming payments without daily manual review. The result is faster payment collection and fewer overdue accounts.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
Technician updates the job status to complete, which starts the invoicing workflow automatically.
Invoice Generation pulls parts and labor from the job record, checks pricing against the rate table, and finalizes the invoice.
Invoice Delivery & Reminder emails the finished invoice and payment link to the customer right away.
Payment Reconciliation matches the incoming payment to the invoice and marks it paid.
If the invoice is still unpaid after 7 days, the automation automatically sends a reminder with the outstanding balance.
Invoices unresolved after 14 days are routed to the bookkeeper for a personal follow-up call.
Payment Reconciliation writes the final payment status back and refreshes the aging tracker.
Most popular tool stack used
— the complete tool combinations companies use
QuickBooks Online
Gmail
Stripe
Microsoft Excel
Google SheetsWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
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Other high-impact processes teams commonly map alongside this one.
Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
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