Enter the order once. Check the invoice once.
Less retyping between sales and billing. Fewer chances to copy a number wrong.
How it would work
- 01Approved order→
- 02Copy order details→
- 03Invoice draft→
- 04Billing checks totals
Before
Order #204: 3 items at $40. Someone retypes the customer, quantities, and prices into billing.
After
Invoice draft from order #204 · 3 × $40 = $120 before tax · Ready for billing review.
Your first move
Sit with the billing owner for one order. Mark every field they type a second time.
Would this work for us?
Start here if orders are already recorded but billing re-enters the same details.
Try it with
- 5 anonymized orders
- Your invoice template
- Approved tax and field mappings
Keep going if
All five drafts match their orders, with fewer minutes spent preparing them.
Check every total. Stop on a mismatch or duplicate; do not send or charge automatically.
Try it with
5 anonymized orders · Your invoice template · Approved tax and field mappings
Keep going if
All five drafts match their orders, with fewer minutes spent preparing them.
Check every total. Stop on a mismatch or duplicate; do not send or charge automatically.