How to automate invoicing and get paid 15 days earlier
Discover how an IT services company completely automated their invoicing process and improved their cash flow by 40%.
Manual invoicing is one of the most tedious and error-prone processes in any company. But what if you could automate the entire process from generation to collection?
The problem: 20 monthly hours on invoicing
Our client, an IT services company with 15 employees, spent 20 hours per month just on:
- Collecting timetracking data
- Creating invoices manually
- Sending them by email
- Following up on payments
- Managing overdue accounts
The result: late invoices, frequent errors, and unpredictable cash flow.
The solution: End-to-end automation
We implemented complete automation that:
1. Automatically collects data
- Integration with Clockify (timetracking)
- Synchronization with client rates
- Automatic calculation of billable hours
2. Automatically generates invoices
- Customized templates per client
- Automatic sequential numbering
- Application of discounts and bonuses
3. Sends and follows up
- Automatic email sending on the 1st of each month
- Automatic reminders at 15, 25, and 30 days
- Overdue payment alerts to the sales team
Impressive results
After 6 months of implementation:
- -95% invoicing time: From 20 hours to 1 hour per month
- +40% cash flow improvement: Faster and more predictable collections
- -90% errors: Elimination of manual errors
- 15 days less collection time: From 45 to 30 days average
How did we do it?
The key was connecting all the tools they were already using:
Clockify → Zapier → FactusOL → Gmail → CRM
- Zapier collects data from Clockify every day
- FactusOL automatically generates invoices
- Gmail sends invoices to clients
- CRM records the status of each invoice
Could your company benefit?
If you spend more than 5 hours monthly on invoicing, probably yes. The clearest indicators:
- Late invoices
- Frequent errors in amounts
- Excessive time on payment follow-up
- Unpredictable cash flow
Next steps
Want to see how it would work in your company? We offer a free 60-minute analysis where we:
- Audit your current process
- Identify automation opportunities
- Calculate potential savings
- Give you an implementation plan
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