Get paid 50% faster with automated invoicing. This guide shows you how to automate the entire billing process.
Follow these five steps to automate your invoicing process.
Document your current invoicing workflow: time tracking, expense collection, invoice generation, approval, delivery, payment tracking, and reconciliation. Identify manual tasks, delays, and common errors. This audit reveals where automation will have the biggest impact.
Automate time tracking from project management tools, calendar entries, and manual logs. Automatically capture expenses from receipts, credit cards, and expense reports. All data flows into a unified system for invoicing.
Create invoice templates based on project type, client, and billing terms. When a billing period ends, invoices are generated automatically with all time, expenses, and line items. Invoices are formatted, calculated, and ready for approval.
Automatically send invoices via email with payment links. Track invoice status (sent, viewed, paid). Send payment reminders automatically. Process payments through integrated gateways. Update accounting systems automatically.
Automatically reconcile payments with invoices. Update client accounts. Generate payment reports. Flag overdue invoices. Send escalation notices. Keep financial records accurate and up-to-date automatically.
Professional services firms that automate invoicing see these improvements within the first 90 days.
Faster payments (automated reminders)
Reduction in billing errors
Hours saved per week
Invoice accuracy
Reduction in overdue invoices
Faster invoice generation
Get a free audit of your billing process and see how much faster you can get paid.
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