Invoice generation and payment processing

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Service completion marked

   Field technician completes service work order and updates job status to 'completed' in the field management system. System captures service details, materials used, and treatment documentation.

   FieldRoutesPestRoutes
2. 2

   Action

   Generate detailed service invoice

   System automatically creates invoice based on service type, materials used, labor hours, and contract pricing. Invoice includes treatment details and regulatory compliance information.

   PestPacServSuite
3. 3

   Decision

   Check payment method preference

   System evaluates customer's preferred payment method from their profile. Routes to automatic payment processing for stored cards or manual invoice delivery for other methods.

   PestRoutesWorkWave
4. 4

   Action

   Process automatic payment transaction

   For customers with stored payment methods, system automatically charges the card or initiates ACH transfer. Generates payment confirmation and receipt documentation.

   ServSuiteBriostack
5. 5

   Action

   Handle payment failures

   For declined transactions, system automatically sends payment failure notification to customer with alternative payment options. Creates follow-up task for accounts receivable team.

   WorkWavePestPac
6. 6

   Action

   Update financial records

   System posts successful payments to customer accounts, updates accounts receivable balances, and syncs financial data with accounting systems. Records payment method and transaction details.

   ServSuiteBriostack
7. 7

   Output

   Deliver payment confirmation

   Customer receives email or SMS confirmation with paid invoice, service summary, and next scheduled appointment details. Payment receipt includes regulatory compliance documentation.

   FieldRoutesPestRoutes

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