Repetitive task
Can invoicing and payment follow-up run on their own?
Largely yes. An invoice draft is prepared from an approved job or order, reminder drafts are produced for overdue payments, and both come to you for approval. Issuing and sending the invoice happens with your approval.
How it goes today, and how it goes afterwards
| Today | Once the flow is set up |
|---|---|
| Invoice details are typed in by hand and rewritten when there is a mistake. | An invoice draft arrives ready from the order or quote data. |
| Payments are tracked by hand in a table and late ones slip by. | Overdue payments are listed and a reminder draft is put in front of you. |
| Documents for the accountant are gathered at month end. | Issued invoices and payments build up on one list and are ready at month end. |
What gets built
- A flow that turns orders and quotes into invoice drafts.
- Due-date tracking and polite reminder drafts.
- An approval screen: no message goes out without it.
- A monthly summary for your accountant.
You have the final word
The system prepares, sorts and drafts. No quote, message or post that you have not approved goes out. The keys stay with you, so you do not depend on us.
How long it takes
We do not state a fixed duration, it depends on the size of the job. After discovery, the first piece is delivered working, and the decision to continue is yours.
How many hours come back
You know how many hours a week this job takes. Enter your own number in the time calculator and see how many working days a year could come back. The number is yours, we do not write any other number.
A written reply within one business day. A fifteen-minute call, no sales pitch, only your business.
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