Ongoing fee billing and review scheduling require pulling account balances, applying tiered fee schedules, cross-checking prior invoices, and coordinating review meetings by hand. Doing this repeatedly for every client invites calculation errors, delayed invoices, and missed review commitments.
The automated version calculates the correct fee directly from current account data, issues and logs the invoice, and checks whether a review is due before booking it with the client. The result is faster, more consistent billing and fewer missed client touchpoints.
The full workflow, from trigger to completion.
The automation watches each client's billing schedule and fires when a cycle date arrives.
Current account balance is retrieved for the fee calculation.
The automation applies the client's fee schedule tiers to the balance and computes the billable amount.
The calculated fee is compared to the prior invoice to check for an unexpected swing.
The verified fee is created as an invoice and sent to the client automatically.
The invoice and fee amount are written back to the client's record.
If a review is due this cycle, the automation sends a link and books the confirmed slot on the calendar.
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