Solutions — Invoice Automation
Invoice automation that keeps payment follow-up from falling through the cracks.
Most invoice problems are not caused by a lack of effort. They happen because reminders, approvals, status checks, and follow-ups depend on someone remembering every step.
Common invoice workflow issues
Where invoice follow-up breaks down.
These are the patterns that cause AR problems in small businesses — not bad customers, but gaps in the system.
Invoices go out late
Billing gets pushed when the team is busy. Late invoices mean late payments, and that compounds over time.
Reminders are inconsistent
Some customers get follow-up, others do not. The difference is usually which invoices someone happens to notice.
Overdue invoices are not escalated
An invoice goes past due and sits there. No alert fires, no escalation happens, and collection gets harder the longer it waits.
No clean AR summary
Understanding what is owed requires opening the accounting system and piecing it together manually every time.
Payment status is checked manually
Someone logs in to see if a payment came through instead of being notified automatically when it does.
Follow-up depends on inbox memory
Customer follow-up happens only when someone remembers to check a thread. That is not a system — it is a habit waiting to break.
What the workflow can include
An invoice automation system built for your process.
Each workflow is configured for your tools, your timing, and your escalation rules.
Invoice-created trigger
The workflow starts the moment an invoice is created. No manual step required to begin the follow-up process.
Automatic reminder cadence
Reminders go out at the right intervals — before due, on due date, and after — without anyone manually sending them.
Overdue escalation
When an invoice crosses the overdue threshold, the workflow escalates automatically based on rules you define.
Internal Slack or email alerts
Your team gets notified when invoices go overdue, payments are received, or escalation is triggered.
Payment status updates
When a payment is recorded, the workflow updates records and notifies the relevant people automatically.
Weekly AR summary
A recurring summary of open, overdue, and recently paid invoices goes to whoever needs to see it, on schedule.
Customer-facing reminder workflow
Optional customer-facing reminders that go out in your voice, on your timing, without manual sending.
Related
Related invoice automation pages
InvoiceFlow
A packaged Orivian implementation for invoice reminders, overdue escalation, and AR summaries.
Learn more →Business Process Automation
Automate repeatable workflows that should not depend on manual follow-up.
Learn more →Operations Consulting
Find the invoice approval and collection bottlenecks slowing you down.
Learn more →Invoice Reminder Workflow Template
Map your reminder cadence, escalation rules, and exception handling before you build.
Learn more →Free tools
Map your invoice reminder workflow.
Use the invoice reminder template to define triggers, reminder cadence, overdue escalation, and internal alerts.
Automation
Invoice Reminder Workflow Template
A practical template for mapping invoice reminders, overdue escalation, internal alerts, payment status updates, and weekly AR visibility.
Use this tool →
Automation
Automation Opportunity Scorecard
A simple scorecard for deciding which workflow is worth automating first.
Use this tool →
Operations
Workflow Bottleneck Finder
A worksheet for identifying where a workflow gets stuck, who owns each step, and what should be improved first.
Use this tool →
Start with a free operations audit.
We will map your current invoice workflow and show you where automation creates the most impact. No commitment required.
Prefer email? hello@orivian.ai