Automated Invoice Generation

  • Description: Streamlines the process of generating and sending invoices for completed projects.

  • Scenario:

    • Trigger: A project is marked as completed.

    • Invoice Creation: Automatically generates an invoice based on project details.

    • Approval: Sends the invoice for internal approval before it is sent to the client.

    • Sending: Delivers the approved invoice to the client via email.

    • Tracking: Monitors payment status and sends reminders if payment is not received by the due date.

  • Value: Increases efficiency in billing processes, reduces delays in payment, and ensures timely communication with clients.