From billing details to payment follow-up with AI
Coordinate validation, issuance in your billing system and follow-up. Every invoice keeps its request data and approvals.
Use cases
What Workix automates in Invoicing
Start with one and add the rest on the same platform, with the same data.
01
Prepare invoice issuance
Receive billing requests and check completeness. Send information to your connected invoicing system using your operational rules.
How it works
- 1Receive billing details and line items.
- 2Request corrections before issuance.
- 3Send the invoice and record the result.
What your team gets
Complete requests before issuance.
Email · Invoice request
ExampleCustomer
Can you invoice order 7781?
Workix
Sure. Your billing ZIP code doesn't match, can you confirm it?
02
Follow up on payments
Link each invoice to its due date and billing contact. Keep the conversation and payment record together.
How it works
- 1Schedule due-date reminders.
- 2Record payment receipts and commitments.
- 3Escalate overdue invoices to the owner.
What your team gets
Collections knows the next step for each invoice.
WhatsApp · Invoice INV-251
ExampleWorkix
Invoice INV-251 is due Friday. Shall I send you the payment link?
Customer
Yes, I'll pay tomorrow.
03
Reconcile invoices and records
Match billing information with your ERP and enabled tax data sources. Flag discrepancies so accounting can decide the correction.
How it works
- 1Match references and amounts.
- 2Detect duplicates and discrepancies.
- 3Deliver exceptions with supporting documents.
What your team gets
An invoice traceable from request to payment.
Match · October invoices
ExampleEvent
Month-end close started.
Workix
312 invoices matched with the ERP. 2 duplicates sent to accounting.
Keep exploring
Connect this process to the rest of your operation.
Industries
Manufacturing
Connect production, purchasing and work orders. Workix coordinates administrative steps so your team can focus on what happens on the factory floor.
Industries
Retail
Coordinate stores, warehouses and sales channels with consistent information. Automate follow-up so teams can handle orders and exceptions with context.
Industries
Financial services
Coordinate applications, financial data and evidence in one workflow. Decisions and exceptions reach the authorized team for review.
Book a free demo
Tell us which process takes up most of your time. We'll show you how it would run in Workix, with your rules and your tools.
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