Completed visit to reconciled billing
Create one invoice handoff and match confirmed payment outcomes.
4 stages · 0 approvals
Roles and responsibilities
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Step 1Freeze accepted billing
Call NumberService CategoryAssigned TechnicianService Location
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Step 2Confirm collection
Payment NumberService CallMethodAmountCheck
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Step 3Acknowledge AR
Invoice NumberService CallCustomerInvoice Date
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Freeze accepted billing
Use the completed call revision and signed scope to identify the accepted parts and labor. Include each source item once, apply signed discounts and configured charges, and retain the effective tax decision. An open clock, unposted material draft or unapproved extra scope is not eligible for final billing. After the snapshot is established, catalogue changes must not alter its prices.
Confirm collection
Reconcile the original Payments request through the configured payment service. Pending, Authorized, Unknown and Failed remain different from confirmed capture. Check the same customer and service call before linking collection to the invoice. A repeated request uses the same key, and any acknowledged refund reduces net collected value. Payment references remain masked from roles that do not perform reconciliation.
Acknowledge AR
Generate one frozen Invoices billing revision from signed service work. Each parts or labor source appears once, signed discounts reduce subtotal, and configured effective tax is added exactly once in TaxAmount. A durable SyncRequestKey sends the invoice to AR. Pending or Unknown remains unsynced; correlated success sets ExternalInvoiceRef and ARSyncedAt. Link already captured payments to the same call/customer invoice, reconcile net acknowledged refunds, and show external discrepancies without creating a second invoice or charge.
Resolve the exception
When the payment or AR service times out, investigate the original request identity before issuing another command. A successful retry must return the existing result. Corrections after posting use the connected system's explicit credit or replacement operation, preserving the previous invoice and signed evidence. Revenue reporting includes acknowledged nonvoid AR outcomes and displays unconfirmed transfers separately. Close the exception only when the records agree.
Approvals and exception handling
0 approvals required in this process
- Tax is added once through the invoice header.
- Unknown capture is not a paid invoice.
- AR success requires a correlated external identityAcknowledgement.
- Refunds and posted corrections retain their links to the original work.
When the process needs attention
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reject
Confirm collection
Pending, Authorized, Unknown and Failed remain different from confirmed capture.
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exception
Resolve the exception
Close the exception only when the records agree.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Freeze accepted billing | ServiceCallsInvoicesInvoiceLinesServiceCallPartsServiceCallLabor | Create a frozen billing revision |
| 2 Confirm collection | PaymentsInvoices | Match acknowledged net collection |
| 3 Acknowledge AR | InvoicesInvoiceLinesPayments | Retain the accepted external invoice identity |
| 4 Resolve the exception | InvoicesPayments | Reconcile the original billing and collection intent |
Process reports
All reportsCalls Completed
Count distinct completed calls by completion date, category, technician and location service area. Cancelled and rescheduled visits are separate outcomes.
First-Time-Fix Rate
For completed calls whose 30-day observation window has elapsed, report the share without an explicit RecallVisit linked by OriginalCall; show immature cohorts separately.
On-Time Arrival
Among arrived calls with a valid promised customer window, measure arrivals within that frozen window in the location time zone; show missing windows separately.
Tech Utilization
Closed billable labor hours divided by the matching immutable TechnicianAvailabilityDays basis, including days without calls. Later slot, leave or employment edits do not change an earlier denominator. Expand actual crew labor per member without double counting; exclude open clocks and show missing basis as incomplete, not zero.
Revenue by Service Category
Acknowledged nonvoid AR invoice value excluding tax by service category and month; pending or unknown AR handoffs remain reconciliation exceptions.
Same-Day Payment Capture
Among completed calls requiring collection, measure confirmed net captures covering the billed amount within 24 hours of completion; authorizations, unknown outcomes and refunds do not count as paid.
CSAT by Tech & Category
Average verified responses on the configured score scale by technician, category and response period, with response count and invitation coverage; missing responses are not zero scores.
Run by an agent
Agent support
Proto cannot approve its own request, authorize a customer signature, invent a processor or AR acknowledgement, bypass a missing certification or rewrite signed and posted history. Sensitive connector credentials and card data stay outside prompts and operational notes.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› completed visit to reconciled billing · freeze accepted billing on ServiceCalls, Invoices, InvoiceLines, ServiceCallParts, ServiceCallLabor
✓ Use the completed call revision and signed scope to identify the accepted parts and labor.
› completed visit to reconciled billing · confirm collection on Payments, Invoices
✓ Reconcile the original Payments request through the configured payment service.
› completed visit to reconciled billing · acknowledge ar on Invoices, InvoiceLines, Payments
✓ Generate one frozen Invoices billing revision from signed service work.
› completed visit to reconciled billing · resolve the exception on Invoices, Payments
✓ When the payment or AR service times out, investigate the original request identity before issuing another command.
Other processes
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