Invoicing & Payment

Get paid faster by automating invoice creation, reminders, and reconciliation from job completion to closed books.

101 hrs
Time saved/month
13
Companies have mapped
Map This Automation

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.

Key features
Generate itemized invoices automatically from completed job records and current rate tables
Send finished invoices to customers without manual email drafting
Match incoming payments to open invoices as they arrive
Keep the aging report current without a daily manual scan
Trigger overdue payment reminders automatically based on due dates
Remove manual rate lookups by pulling pricing directly from a shared rate table

How The Automation Works

The full workflow, from trigger to completion.

1. Job Marked Completetrigger

Technician updates the job status to complete, which starts the invoicing workflow automatically.

2. Generate Itemized Invoice

Invoice Generation pulls parts and labor from the job record, checks pricing against the rate table, and finalizes the invoice.

3. Send Invoice

Invoice Delivery & Reminder emails the finished invoice and payment link to the customer right away.

4. Match Payment

Payment Reconciliation matches the incoming payment to the invoice and marks it paid.

5. Send Overdue Reminder

If the invoice is still unpaid after 7 days, the automation automatically sends a reminder with the outstanding balance.

6. Escalate Call To Customer

Invoices unresolved after 14 days are routed to the bookkeeper for a personal follow-up call.

7. Update Ledger And Aging Report

Payment Reconciliation writes the final payment status back and refreshes the aging tracker.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
101hrs/month
Process pain:8.2/10
Mapped by:13 Companies

Map this to your business to get your exact numbers.

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