Entity

Invoice

An invoice is a document sent to a customer requesting payment for work performed or products delivered, with a total, due date, and status, that references the work being billed and the customer being billed.

Products that process this

Here are products that process invoices.

All of our products are designed to provide value to one person in your company each time it runs. Here are products that run off of an invoice.

PR-5702

Chase Note

for the accounts receivable specialist

Chase Note drafts the follow-ups for a shop's past-due invoices. For every customer carrying a past-due balance, it does the research the Accounts Receivable Specialist would otherwise do by hand, the job, the amount, the payment history, and the prior notes, and turns it into a ready-to-send draft: one statement per customer covering all of their past-due invoices, in the tone the oldest one calls for, friendly early, firmer as it ages, formal when it has run long. The specialist reviews each draft, edits it if they want, picks email or SMS, and sends. The follow-ups run on a cadence the shop sets and can tune per business unit.

36 rivets / invoiceOpen →