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Customer Invoice Delivery & Tracking Workflow

Metadata​

FieldValue
PhasePhase 4c (Tier 3)
FWCR CategorySales & CRM
OwnerProduct Team
Status⚪ Planned
Linear:BAY-24

Overview​

Deliver invoices to customers and track views, payments, and follow-ups to improve collection rates and reduce DSO.

Actors​

RoleDescription
AccountantSends invoices, follows up
SalesSupports customer queries
CustomerViews and pays invoice
SystemTracks delivery, sends reminders

Preconditions​

  • Invoice created and ZATCA cleared
  • Customer email/portal configured
  • Payment terms set

Postconditions​

  • Invoice delivered
  • Payment recorded
  • AR updated

User Flow​

  1. Send invoice via email/portal
  2. Track email open (if available)
  3. Customer views invoice
  4. Payment received
  5. Auto-reconcile with AR
  6. If overdue: send reminder
  7. Escalate if needed
  8. Close invoice

Acceptance Criteria​

#CriteriaTarget
1Delivery confirmation100%
2On-time payment90%

Metrics​

MetricTarget
FWCR90%
DSO reduction20%

Status: ⚪ Planned Last Updated: May 2026