Invoice Processing

Template

This process is all based on invoices. The initial process input is already in the inbox email model, in other words it can be started both ways. You’ll find approval, review and even the quality team phases is supposedly included to lessen the chance of errors. There are two template emails, one at the receiving of the invoice and the other sending what should be evaluated to the selected evaluators.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Customer

  • 2. Email

  • 3. Expense type

  • 4. Comments

  • 5. Invoice

New demands

  • 1. Invoice processing team

  • 2. Update invoice details

  • 3. Priority

  • 4. Invoice number

  • 5. Payment due date

  • 6. Amount due

  • 7. Tax involved

Validation

  • 1. Assignee

  • 2. Is all data validated?

    • Yes
    • No
  • 3. If not, what needs to be reviewed?

Payment approval

  • 1. Approver

  • 2. Approval

    • Approved
    • Not approved
  • 3. Comments

Pending payment

Payment confirmation

  • 1. Payment assignee

  • 2. Payment voucher

Completed

Filed

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