Invoicing and receivables covers everything from matching a shipment to its purchase order through collecting and reconciling payment. Doing this by hand across spreadsheets and email creates delays, mismatched line items, and missed follow-up on overdue accounts.
An automated version matches shipments to orders, drafts and sends invoices, and tracks every due date until payment lands. It reconciles incoming payments automatically and flags overdue accounts before they become a credit risk.
The full workflow, from trigger to completion.
The moment an order is marked fulfilled, the workflow pulls the shipment record.
Matches the shipment to the original purchase order and assembles line items, pricing, and terms.
The invoice and packing slip are emailed to the customer's AP contact automatically.
Invoice number, amount, and due date are logged for real time aging visibility.
For invoices not paid by the due date, a reminder sequence goes out with increasing urgency.
Incoming payments are matched to the open invoice and reconciled automatically.
Accounts still unpaid 30+ days past due are routed to the AR manager to approve a credit hold change.
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