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Skipped Invoice Intervention

This bot locates skipped invoices and notifies the customer.

Function:

Accounts Receivable

Steps

  1. Login to Accounting/ERP system.
  2. For each customer, locate invoices where payments were made for other invoices after the open invoice's date.
  3. Record invoice information for invoices before and after skipped invoice.
  4. Email customer using Skipped Invoice template.
  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.

Bill.com

Bill.com
Bill.com

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

Lighthouse Payments

Lighthouse Payments
Lighthouse Payments

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