CommBilling’s Automation Feature streamlines your billing processes by reducing manual effort and minimizing errors
Designed to handle repetitive tasks efficiently, this feature ensures your business operations run smoothly and allows you to focus on growth. Available in both the C-Starter and C-Business Plans, with advanced options exclusive to the C-Business Plan, automation enhances productivity and compliance.
What is the Automation Feature?
The Automation Feature enables you to automate key billing functions, such as invoice generation, credit note creation, and email notifications. By setting predefined triggers and rules, you can ensure that recurring tasks are executed accurately without manual intervention.
Key Automation Capabilities
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Automated Invoice Generation
- Automatically generate invoices for completed orders, ensuring timely documentation and reduced delays.
- Save time by eliminating the need for manual entry.
- Automatically generate invoices for completed orders, ensuring timely documentation and reduced delays.
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Credit Note Automation (C-Business Plan)
- Automatically issue credit notes for refunds or order adjustments.
- Link credit notes directly to the original invoice for accurate record-keeping.
- Automatically issue credit notes for refunds or order adjustments.
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Email Automation
- Send invoices, and overdue notifications automatically via email.
- Customize email templates and schedule delivery times for a seamless customer experience.
- Send invoices, and overdue notifications automatically via email.
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Invoice and Credit Note Numbering
- Automates the sequential numbering of invoices and credit notes, ensuring compliance and organization.
- Automates the sequential numbering of invoices and credit notes, ensuring compliance and organization.
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Activity Logging
- Track automated tasks in the Activity Log for transparency and accountability.
- Track automated tasks in the Activity Log for transparency and accountability.
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Bulk Processing
- Automate bulk actions, such as processing multiple invoices or credit notes simultaneously, saving valuable time.
The Automation Feature in CommBilling is a powerful tool that simplifies billing workflows, reduces errors, and saves time. Whether you need automated invoice creation, credit note processing, or email notifications, this feature ensures that your business remains efficient and compliant. For advanced automation options, upgrading to the C-Business Plan unlocks even more capabilities.