Invoice workflows
Create a consistent path from billing request to payment status.
PRODUCT SUITE / OPERATE
Connect revenue collection to daily operations.
Planned tools for recurring billing, invoices and the operating work around customer revenue.
CAPABILITY OVERVIEW
Invoicing & Subscriptions
The planned billing direction connects the document sent to a customer with the operational work around it. It considers invoice references, recurring terms, changes and the review of activity recorded against an invoice.
Recurring plans
Organize subscription terms, schedules and changes in one operating view.
Collections visibility
Help teams identify outstanding items and coordinate next steps.
WORKFLOW DESIGN / PLANNING CONSIDERATIONS
Follow the record beyond the invoice.
An invoice may be revised, questioned or associated with more than one activity record. Planning the surrounding workflow means preserving the relationship between the original terms, later changes and any remaining amount to explain.
- Starting record
- Customer reference, invoice period, line-item information and business-defined billing terms.
- Review focus
- Ownership of changes, the version under review and the basis for a correction or adjustment.
- Open items
- Unmatched activity, disputed references and the explanation for an invoice that remains open.
A question for your team
Which handoff is hardest to follow today: preparing an invoice, reviewing a change or explaining its status?
PRODUCT INQUIRIES
Contact about this capabilityQuestions about Invoicing & Subscriptions?
Discuss this planned capability with our team.
PRODUCT CONCEPT
This page describes Crownstone Capital’s planned technology direction. No financial services are offered through this website.