Invoicing Process

Complete invoicing workflow from request to payment collection, including invoice generation, approval, and payment tracking

Objective

Efficiently manage the invoicing process to ensure timely billing and payment collection while maintaining accuracy and compliance

Participants (3 roles)

billingSpecialist: Billing Specialist
financeManager: Finance Manager
accountsReceivable: Accounts Receivable

Input

Service delivery confirmation or product shipment notification

Output

Collected payment and closed receivable account

Process Flow

100%
flowchart LR
    node0["Request Invoice"]
    node1["Issue Invoice"]
    node2["Approve Invoice"]
    node3["Submit Claim"]
    node4["Await Payment"]

    node0 --> node1
    node1 --> node2
    node2 --> node3
    node3 --> node4

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

2 days

averageInvoiceTime

95%

paymentCollectionRate

28 days

averagePaymentDays

98%

invoiceAccuracy

Stages Overview

100%
PROPERTIES
STAGE 1
Request Invoice
STAGE 2
Issue Invoice
STAGE 3
Approve Invoice
STAGE 4
Submit Claim
STAGE 5
Await Payment
Stage Owners
Billing Specialist
Billing Specialist
Finance Manager
Accounts Receivable
Accounts Receivable
Stage Workers
-
-
Billing Specialist
-
-
Duration
1 day
1 day
1 day
1 day
30 days
Output Fields
• Service Details*
• Client Information*
• Billing Amount*
• Invoice Document*
• Invoice Number*
• Due Date*
• Approval Status*
• Review Notes
• Delivery Method*
• Delivery Confirmation*
• Payment Status*
• Payment Date
To-dos
• Receive billing request with service details
• Validate completeness of billing information
• Generate invoice with required details
• Apply appropriate tax calculations
• Review invoice accuracy and compliance
• Approve invoice for client delivery
• Send invoice to client via preferred method
• Log invoice in tracking system
• Monitor payment receipt status
• Send payment reminders as needed

Automation Rules

Automation 1: Custom Automation

If stage_overdue, Then send notification to Accounts Receivable with message: "Invoice payment overdue - initiate collection process"

Automation 2: Field Value Alert

If Payment Status equals, Then send notification to Finance Manager with message: "Payment received - invoice process complete"

Workflow Summary

Total Stages

5

Total To-dos

10

Output Fields

12

Automations

2