Invoicing & Receivables

Q: Do we still need someone reviewing invoices before they go out?

Most teams keep a light review step for unusual orders, while routine invoices flow through without manual entry.

Q: Will this work with the accounting and spreadsheet tools we already use?

It is built to connect with common accounting, email, and spreadsheet tools rather than replace them.

Q: What happens to our existing invoice and payment history?

Existing records stay in place and the automation works alongside them, using current data as the starting point.

Q: How are exceptions like partial payments or disputed invoices handled?

Partial payments and mismatches are flagged for a quick human decision instead of being marked paid automatically.

Keep cash flowing by automating invoice creation, delivery, and overdue follow-up without manual chasing.

770 hrs

Manual time identified

Companies have mapped

Map This Automation

About This Automation

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.

Key features:

Match confirmed shipments to purchase orders automatically before an invoice is created

Generate and send invoices with packing slips attached, without manual data entry

Track every open invoice against its due date and escalate reminders automatically

Reconcile incoming payments against invoices, including partial payments

Flag overdue accounts and update credit hold status based on payment history

Keep a shared receivables record updated in real time without manual copying

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual shipment to order matching Checking each shipment line against the purchase order by hand slows down invoicing.	80%
2	Weekly aging spreadsheet review Scanning a shared spreadsheet each week to catch overdue invoices is slow and error prone.	67%
3	Delayed payment reminders Reminders go out late because they depend on someone noticing the aging report first.	53%
4	Manual payment matching Matching partial or short payments to invoice terms takes careful line by line review.	40%
5	Slow credit hold updates Credit hold status is updated only after someone manually reviews payment history.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

9.0/ 10

AI Fit Rating™

8.9/ 10

Automation Lift Index™

8.4/ 10

Hidden Overhead™

6.8/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Shipment Confirmedtrigger

The moment an order is marked fulfilled, the workflow pulls the shipment record.

2. Invoice Drafting Builds The Invoice

Matches the shipment to the original purchase order and assembles line items, pricing, and terms.

3. Send Invoice

The invoice and packing slip are emailed to the customer's AP contact automatically.

4. Update AR Aging Tracker

Invoice number, amount, and due date are logged for real time aging visibility.

5. Reminder Sends Escalating Reminders

For invoices not paid by the due date, a reminder sequence goes out with increasing urgency.

6. Record Payment And Reconcile

Incoming payments are matched to the open invoice and reconciled automatically.

7. AR Manager Reviews And Updates Credit Hold

Accounts still unpaid 30+ days past due are routed to the AR manager to approve a credit hold change.

Most popular tool stack used

— the complete tool combinations companies use

55% of companies

28% of companies

15% of companies

Disclaimer

What 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

184 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What parts of invoicing and receivables does this automation handle?

It covers matching shipments to purchase orders, generating and sending invoices, tracking due dates, and reconciling payments.

Do we still need someone reviewing invoices before they go out?

Will this work with the accounting and spreadsheet tools we already use?

What happens to our existing invoice and payment history?

How are exceptions like partial payments or disputed invoices handled?

View more FAQs

Process pain:9.0/10

Mapped by:10 Companies

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Page updated 10 August 2026