Invoice processing and payment collection

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Job completion detected

   Workflow initiates when crew marks a moving job as completed in the system. Final crew notes and inventory confirmations are captured.

   MoveitPro
2. 2

   Action

   Generate and send invoice

   Automatically creates invoice with actual services performed, materials used, and any additional charges. Invoice is immediately sent to customer via email.

   SmartMovingMoveitPro
3. 3

   Action

   Track payment status

   Monitors invoice payment status and automatically updates customer payment history. Sets payment due date reminders based on company terms.

   MoverBaseSmartMoving
4. 4

   Decision

   Check payment received

   Evaluates if payment has been received within the specified timeframe. Routes to collections process if payment is overdue.

   MoverBase
5. 5

   Action

   Send automated payment reminders

   Sends escalating payment reminder emails and SMS messages to customers with overdue invoices. Includes payment portal links for easy processing.

   VonigoSmartMoving
6. 6

   Action

   Flag for manual collections

   Creates tasks for collections team when automated reminders fail after set period. Generates customer contact history and payment analytics for follow-up calls.

   ServiceTitanMoverBase
7. 7

   Output

   Update financial records

   Records final payment status, updates accounts receivable, and generates cash flow reports. Closes invoice process and updates customer payment profile.

   MoveitProServiceTitan

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