Invoice generation and payment processing

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Job completion detected

   System detects when a roofing project is marked as completed in the job management platform. This triggers the automated invoice generation process.

   JobNimbus
2. 2

   Action

   Calculate final project costs

   System pulls actual materials used, labor hours, and any change orders to calculate the final invoice amount. Material costs are reconciled against initial estimates.

   JobNimbusSumoQuote
3. 3

   Action

   Generate invoice with documentation

   Creates professional invoice including project photos, material receipts, and work completion documentation. Invoice is automatically formatted with company branding.

   JobNimbusCompanyCam
4. 4

   Decision

   Check invoice amount threshold

   Evaluates if invoice amount exceeds preset approval threshold (e.g., $15,000). High-value invoices require manager review before sending to customer.

   JobNimbus
5. 5

   Action

   Send invoice to customer

   Automatically emails invoice to customer with payment portal link and project completion photos. Sets up automated payment reminders for unpaid invoices.

   JobNimbusCompanyCam
6. 6

   Action

   Process payment and update records

   Handles credit card, ACH, or check payments through integrated payment gateway. Updates customer payment history and project financial records in real-time.

   JobNimbus
7. 7

   Output

   Payment confirmation and reporting

   Sends payment confirmation to customer and updates financial dashboards. Generates accounts receivable reports and flags any overdue payments for follow-up.

   JobNimbus

Related Roofing Articles