Prepare and send invoices

Step by step

1. Confirm customer terms AR Manager

   AR Manager checks the customer identity, billing terms, template and any active credit restriction. Changes to defaults need their configured policy review. Existing sent documents retain the basis on which they were issued.

   • Confirm the billing basis
   • Updates Customers, Billing terms, Invoice templates, Credit holds

2. Prepare the draft AR Clerk

   AR Clerk creates Invoices and invoice lines or reviews a scheduled occurrence. Check the source invoice number, amount, tax result and due date. A repeated import or scheduled retry resolves to its existing draft.

   • Prepare one customer obligation
   • Updates Invoices, Invoice lines, Recurring invoice schedules

3. Review and send AR Clerk

   AR Clerk reviews the local invoice and sends it through the configured document and email route. Delivery attempts retain the same invoice identity. External project-billing references cannot enter this issuing path.

   • Issue the reviewed customer document
   • Updates Invoices, Invoice lines, Dunning events

4. Reconcile delivery and posting System

   The connector retains the document outcome and the source-attributed ledger request. A rejected journal or failed delivery remains visible. A sent invoice is not evidence of a settled customer receipt.

   • Retain independent external outcomes
   • Updates Invoices

AR Clerk

AR Manager, Controller / CFO and System carry the responsibilities shown at each stage.

Customer

And Sales Rep access remain within their own permitted scope.