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Skipped Invoice Intervention

This bot locates skipped invoices and notifies the customer.

Industry:

Finance/Accounting

All Industries

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
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books
Lighthouse Payments
Lighthouse Payments

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