The sale was never properly recorded.
Goods leave against a phone conversation. Finance has a dispatch note but no approved selling price, or a miscellaneous item that nobody can confidently identify.
Solution 06 · Invoicing
Connect the confirmed order, dispatch record and freight decision so finance can prepare the correct invoice without reconstructing what was sold, what shipped and what the customer agreed to pay.
Where work gets stuck
Goods leave against a phone conversation. Finance has a dispatch note but no approved selling price, or a miscellaneous item that nobody can confidently identify.
The carrier cost is available, but the customer charge depends on an unwritten markup, a special agreement or a promise of free delivery. The draft joins the owner’s queue.
One order can involve a deposit, several shipments and a remaining balance. Treating “dispatched” as a single switch can bill the wrong quantity or miss a charge.
How we would build it
Match the transaction before creating a draft. Keep the approved terms visible throughout.
Match the customer, order, shipped quantities and existing invoices. Gather approved freight treatment, PO reference and billing terms.
Check before proceeding. Missing price, disputed quantity, credit note or duplicate transaction? Assign the exception and keep it out of the ready-to-approve queue.
Bring the order lines, dispatch evidence and agreed charges together.
Confirm billing contact, references and applicable treatment.
Separate dispatched quantities, prior billing and remaining balance.
Check freight and other charges against the agreed split.
If the path stopsAn earlier deposit must be reconciled, not charged again.
Verify the contract or customer agreement and completion evidence.
Use the accounting workflow appropriate to that billing arrangement.
If the path stopsDo not force milestone billing into a shipment-only rule.
Save the accounting reference back to the order. Reconcile the integration result before retrying. Confirm invoice delivery separately from payment receipt.
Built around your business
Deposits, progress claims, variations and final invoices may follow different commercial events. We map the agreed contract terms and existing accounting process rather than assuming every job is billed on dispatch.
Account customers, prepaid orders, customer-arranged freight and loan or repair returns need different treatment. The workflow identifies the transaction type before it prepares a charge.
ERP and accounting products already produce invoices. Our work is to make the upstream evidence and approval rules dependable. For example, shipment-based invoicing still needs explicit checks for freight and other charges. Finance owns tax configuration, approvals and adjustments; we do not replace those decisions with AI guesses.
A useful result is measurable
We define the measures before the build, then review them with the people using the workflow.
Before we begin
No. Dispatch can prepare the draft where that matches your terms. Finance reviews the invoice before issue, and exceptions follow their own route.
The task stays open with a visible error and owner. Before retrying, the workflow checks whether the destination already created the transaction, avoiding a second invoice.
No. It removes avoidable delay before the invoice is issued. Payment timing also depends on terms, delivery acceptance and the customer. We measure those separately.
Start with the audit
We trace the process with your team, check what the current tools can do, and agree which improvement is worth building first.
Talk to us about your process