TL;DR: The workflow builds an invoice from order or contract data, sends it to the client, and tracks whether it's paid. Monthly billing drops from days to hours, with far fewer errors in the numbers.
The hidden cost of billing by hand
Plenty of companies still type invoices manually: copy amounts from one sheet into a template, double-check the VAT, then send each one out by email. Across a handful of invoices it's tedious. Across a hundred a month it's several days of work.
The worse outcome is a wrong figure. That means a correction, a fresh invoice, and an awkward conversation with the client.
What the automated workflow looks like
- Invoice generation. The system pulls data from the order, contract, or sheet and fills the invoice on the right template, with correct tax.
- Sending and record-keeping. The invoice goes to the client automatically and is logged in the accounting system at the same time.
- Payment follow-up. The workflow watches the due date and sends a polite reminder before and after it passes.
- Reporting. At any moment you can see who's paid, who's late, and how much is outstanding.
Measurable results
- Monthly invoicing cut from 2–3 days to a few hours of review
- Errors in amounts and VAT all but eliminated
- Faster collection thanks to automatic reminders
Common questions
Does this meet the legal invoice format?
The template and calculations are set up to match your statutory requirements, and the workflow adapts if the rules change.
Can I keep control before anything is sent?
Yes. It can run fully automatically, or with a step where you approve invoices before they go out.