Send Invoice

Outcome

The right payer receives an accurate, authorised, traceable request for payment.

Why It Matters

Fast invoicing is counterfeit value when the amount, authority, tax, or delivery is wrong.

Use When

Use only after a contract, order, milestone, or other authorised billable event.

Inputs

Bring customer identity, authority, evidence of delivery, line items, tax, currency, terms, purchase-order rules, channel, and approver.

Recipe

1. Match the billable event to authority. 2. Validate identity, amount, tax, terms, and references. 3. Obtain required approval. 4. Issue once through the agreed channel. 5. Record delivery and reconciliation state.

Human and AI Control

Automation may prepare and dispatch validated invoices. A human owns exceptions, corrections, credits, disputes, and policy.

Output and Handoff

Return the invoice, approval evidence, delivery receipt, ledger reference, due date, and exception owner.

Evidence, Transfer, and Stop

Test accuracy and reconciliation, not only send rate. Stop on any mismatch or duplicate risk.

Next

Monitor payment and route disputes to the accountable finance owner.