Recurring Fee Invoice Auto-Generation
A done-for-you professional services automation built for the Billing Coordinator, connecting QuickBooks, Airtable, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Recurring advisory or service fees are automatically calculated based on account value or an agreed schedule, and an invoice is generated and sent without a billing coordinator manually recalculating every account each billing cycle.
Discrepancies between the automatically calculated fee and what was actually billed the previous cycle are automatically flagged for review before the invoice goes out, catching a stale fee schedule or a data entry error before it reaches the client rather than after, and the entire monthly or quarterly billing run that used to take a full day now finishes before lunch.
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on a billing coordinator remembering to check in, update records, and follow up, with no safety net if something slips. It's the kind of work that quietly eats hours every week.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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