Invoices and payment reminders, straight from the CRM
Draft invoices are generated in SmartBill from ERP data, and late payers get a reminder in Romanian or English. Everything starts from a chat inside the company's CRM.
A logistics company, which stays anonymous, wanted to stop issuing invoices and chasing payments by hand. This project automates both from the tool the team already works in.
Starting situation
Invoice data lived in the company’s ERP, invoices were issued in SmartBill, and customer contact happened elsewhere. Staff copied information between systems and remembered by themselves who had not paid. [PLACEHOLDER: details of the starting situation, confirmed with the client]
What we built
- Draft invoices from ERP data. The workflow reads the order and customer data from the ERP and creates a draft invoice in SmartBill. Staff review and issue it.
- Overdue-payment reminders. Late invoices are identified automatically, and the customer receives a reminder in Romanian or English, depending on the customer.
- An internal assistant inside the CRM. The team asks in a chat, for example to prepare an invoice or send a reminder, and the assistant offers one-click actions that run the workflow.
How it works day to day
A team member opens the chat in the CRM, asks for the invoice or reminder they need, and confirms the action. The workflow does the rest and writes the result back to the right systems. The person stays in control of what is sent.
Results
[PLACEHOLDER: results confirmed by the client, such as hours saved per month and invoices issued without manual entry]
Stack
n8n for the workflows, SmartBill for invoicing, the company’s ERP and CRM, and an AI assistant for the chat interface.
Which task would you eliminate first?
Tell us in 30 minutes how your team works. We will show you what can be automated and how much time you would get back.
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