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Skipped Invoice Intervention

This bot locates skipped invoices and notifies the customer.

Industry:

Accounting

Finance

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.

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