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Invoicing Workflow

Automated invoice generation, delivery, payment tracking, and collections management

Complexity: Moderate | Duration: 5-15m | Category: Professional/Hr

Tags: #invoicing #billing #ar #collections #revenue

Workflow Diagram​

Steps​

Step 2: Calculate amount​

Agent: billing

specialist - Apply pricing, discounts, taxes, credits

Step 3: Generate invoice​

Agent: billing

specialist - Create PDF with line items, payment terms

Step 4: Send invoice​

Agent: billing

specialist - Email to customer, CC: AR team

Step 5: Track payment​

Agent: accounting

specialist - Monitor bank deposits, match to invoices

Step 6: Follow up on overdue​

Agent: collections

manager - Send reminders at 15/30/60 days

Step 7: Recognize revenue​

Agent: revenue

recognition-specialist - Record per ASC 606, ratably if SaaS

Step 8: Reconcile AR​

Agent: accounting

specialist - Match payments, clear AR balance

Usage​

To execute this workflow:

/workflow professional/hr/invoicing-workflow.workflow

See other workflows in this category for related automation patterns.