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CR

Contract Renewal Invoicing

Each month the bot will prepare contract renewal invoice.

Industry:

Finance/Accounting

All Industries

Function:

Accounts Receivable

Steps

  1. Login to CRM, Accounting, ERP or other system.
  2. Get list of customers with contract renewal date of today and status of renewed.
  3. Prepare contract documents and Invoice.
  4. Send contract documents and invoice via email.
  5. Update Exceptions and Results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

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