95%
Automated customizable invoice creation post-order shipment
50%
Drop in the risk of late payments
10+
Hours saved per week on invoice management
About
Client
Business
Growing Invoice Volume
As the client’s business expanded, manually generating thousands of invoices daily became increasingly cumbersome and inefficient.
Need for Automation
The client required a solution to automate invoice creation as orders were shipped and fulfillments completed to streamline their billing process.
Operational Efficiency
The objective was to reduce manual effort, minimize errors, and speed up invoice processing to better handle a high volume of orders.
Our Solutions
We developed a robust invoice automation system tailored to the client’s needs:
Automated Invoice Generation
Created a system that generates custom invoices automatically when orders are marked as shipped by the Warehouse Management System (WMS) and fulfilled by NetSuite.
Custom Order Invoices
Enabled generation of invoices based on custom order criteria, facilitating accurate billing and reducing disputes.
Automated Invoice Sending
Implemented a feature to automatically email invoices to respective account holders, streamlining the payment process and improving customer convenience.
Integration and Workflow
Integrated the automation system with existing WMS and NetSuite processes to ensure seamless operation and efficient management of invoices.
Challenges
Several challenges were addressed to ensure successful automation:
Managing High Invoice Volume
Developing a solution that could handle the generation of thousands of invoices daily without manual intervention.
Integration with Existing Systems
Ensuring that the automation system effectively integrated with the WMS and NetSuite for accurate and timely invoice creation.
Error Reduction
Creating a system that minimizes the risk of human errors and ensures accurate invoicing for each order processed.
Results
The invoice automation solution delivered substantial benefits for the client:
Increased Efficiency
Automated invoice creation and emailing significantly reduced manual effort and processing time.
Improved Accuracy
Eliminated manual entry errors, resulting in more accurate invoicing and fewer disputes.
Streamlined Operations
Enhanced overall sales order management, allowing the team to focus on core business activities rather than repetitive tasks.
Enhanced Customer Experience
Automated invoice emailing improved payment convenience for customers, speeding up the payment cycle.
