Client invoicing
Transaction-based invoices built from the volumes worked
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the transaction counts and the contract rates
Builds each client's monthly invoice from the transactions worked, the rate card and the service level credits owed
Computes the invoice and the credits
Reconciles the volumes against the client's own count and flags the differences
Drafts the invoice and the backup
Drafts the invoice and the backup the client's accounts payable asks for
Works in
NetSuite, Snowflake, Box
NetSuite, Snowflake, BoxWhat it does
- Builds each client's monthly invoice from the transactions worked, the rate card and the service level credits owed
- Reconciles the volumes against the client's own count and flags the differences
- Drafts the invoice and the backup the client's accounts payable asks for
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.