Use cases · Finance
Invoices with QR and dunning
For everyone who writes invoices and waits for the money. Invoice, reminder and dunning come from one system, and every invoice is checked before it goes out.
Starting point
Invoices are written in Word or separate software. Address, tax rate or QR reference are not always right.
Nobody knows whether an invoice arrived. Open items only show up at month-end closing.
Reminders and dunning letters are written by hand when someone has time.
How it runs in relyd
Create the invoice
The invoice comes from a quote, an order or logged hours, or directly with customer and lines. The QR reference is added automatically.
- Invoice with QR payment slip
- From quote, order or project
- Recurring invoices on schedule
Check before sending
The AI Steward checks every new invoice for tax, address, payment terms, QR reference and possible double billing. If a draft sits for three days, it reminds you.
- A check before every send
- Forgotten drafts are flagged
Follow the payment
If the customer has not opened the invoice after five days, the AI Steward asks whether it arrived. It classifies partial payments: discount, fee or a real balance.
- Invoice viewed or not
- Partial payments classified
- Open items per customer
Remind and dun
When an invoice is ten days overdue, the AI Steward writes a friendly reminder or proposes the next dunning level. Dunning letters only go out after your approval.
- Reminder and dunning levels
- Dunning only after approval
What the AI Steward takes on
Check invoice before sending
Checks new invoices for tax, address, payment terms, QR reference and possible double invoicing before they go out.
Invoice not opened
Checks invoices sent 5 days ago that the customer has not opened: asks politely whether the invoice arrived, or proposes a task to check the billing contact.
Payment reminder
Checks invoices that are overdue for 10 days and still open: writes a friendly reminder or proposes the next dunning notice. Dunning notices always wait for your approval. Looks at each invoice again after 14 days at the earliest.
Invoice partly paid
Checks partly paid invoices with a rest open for 5 days: judges whether the difference is a discount, fee or mistake, proposes a task with the assessment and asks the customer only when it is clearly open.
Invoice draft not sent
Checks invoice drafts that were never sent after 3 days: proposes a task to finish and send them or to delete them.
What changes day to day
- Invoices go out checked and with the correct QR reference
- Open items are visible every day, not only at month end
- Reminders go out on time without anyone having to remember
- You still decide on every dunning letter
See this workflow with your own example
We show the workflow in a demo with your data. Or try relyd yourself, free for 14 days.