AI Solution / Invoicing & follow-ups
Ask. Review. Send.
Keep things moving.
Start an invoice, review its details and manage the follow-up through WhatsApp. A familiar conversation connects you to the invoicing process behind your business.
Example · Invoice workflow
Prepare a $9,600 invoice for Alder Studio for this month’s consulting services. Payment due in 30 days.
The draft is ready with the company template: Alder Studio · Consulting services · $9,600 · Net 30. Review the billing contact and payment details before I issue it.
Everything is correct. Issue it and email it to their billing contact.
Issued and sent through the approved billing workflow. I’ll track the invoice status in the connected records.
If it becomes overdue, follow our reminder schedule. Let me know if they raise a question.
The reminder rules are set. I’ll check for recorded payment and replies before each follow-up, and bring any question or dispute back to you.
And if nothing changes over the weekend?
The next check runs Monday morning during business hours. The follow-up continues under your rules until payment is confirmed or your team changes the next step.
Illustrative workflow with fictional companies and amounts. The system is connected to the billing tools and rules selected for your company.
Invoicing / From the request to the record
A conversation.
A clear account of the work.
Example invoice · No tax or fees included
Draft ready. Edit the details to explore the calculation.
Interactive example. No invoice is issued, no reminder is sent and no payment is processed.
Consulting services
$9,600Your billing workflow, within reach
The detail stays clear.
The routine moves forward.
Describe the customer, service, amount and terms. The assistant prepares a draft using the configured company template and brings the essential details back for review.
Once the invoice is issued through the connected workflow, the system can monitor its recorded status and prepare or send reminders under the rules you have defined.
Follow-up, with a considered rhythm
Stay on top of invoices.
Keep the relationship in mind.
Work from the conversation.
Prepare invoices, check outstanding balances and review reminders through WhatsApp, without navigating each tool separately.
Set the right timing.
Define due dates, business hours and reminder intervals. A weekend can lead to a planned Monday check instead of an unnecessary interruption.
Respond to what changes.
Check for recorded payment, replies or a dispute before the next reminder. Route questions and exceptions to the appropriate person.
Keep a visible history.
Follow the draft, issue date, messages and recorded resolution. Your team retains context and can change the next step when needed.
AI Solution / Sabban&Co