The other half of the paperwork. Invoices that should have gone out on Friday, went out on Wednesday, for the wrong amount, and then nobody chased them.
How we connect it
Sales invoices raised from what actually happened, and chased until they are paid
What we automate with Invoice Automation
- /01
Raised from real data
From job records, delivery confirmations or usage rather than a fixed schedule, so what goes out matches what happened.
- /02
Approval where it matters
Anything above a threshold, or outside a pattern, goes to a named person with the context attached.
- /03
Chasing that stops
Reminders escalate on your rules and stop the moment payment lands. Chasing after payment is how you lose a customer.
- /04
Reconciliation
Payments matched nightly, part-payments and short-payments flagged rather than silently absorbed.
An example automation
Agency example. An illustration, not a client result.
Questions about Invoice Automation
Will customers get spammed?
No. The sequence stops on reply and on payment, and we cap the number of contacts. A chase after payment is worse than no chase at all.
Can it handle part-payments?
Yes, and it should. Part-payments are where automated reconciliation usually breaks, so we design for them explicitly.
What about disputed invoices?
They leave the sequence and go to a person. A dispute chased by a robot becomes a bigger dispute.