In this article
Where the problem startsA practical way to look at itHow it connects to the businessWhy RestimeThe transaction does not end with the issuance of the document. Monitoring of payment, cash flow and actual result begins.
01 / Operational reality
Where the problem starts
If invoicing works separately, the company knows how many documents it has issued, but cannot easily explain to which service, campaign or order they belong. After the due date, the information is reaches the sales team late and the management puts together a financial picture of the exports.
02 / Practical approach
A practical way to look at it
The invoice should remain linked to the client, order and source items. The status from offer to shipment to payment is then not just accounting data. It is a signal for business, operation and management whether the process has brought the expected result.
03 / Connected context
How it connects to the rest of the business
Booking can create a invoice from the completed service, EDS link the payment with the training phase and CRM notify the responsible person about late payment. Documents & Data will keep attachments and recorded costs in the same context.
What to take away
Three practical principles
- 01Link the invoice with the client and the source order.
- 02The payment status should be visible even outside of accounting.
- 03The financial report should explain the origin of turnover and expenses.