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SI

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 automation is available for any cloud based application.

Bill.com

Bill.com
Bill.com

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

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