The Problem
Standard invoicing features don’t handle complex B2B billing:
- Staged payments: Invoices needed at each payment stage (deposit, pre-shipping, balance)
- Partial payments: Tracking and invoicing for partially paid orders
- Custom formats: Invoice documents that match your branding and requirements
- Payment reminders: Automated follow-up for outstanding invoices
- Statement generation: Account statements showing balances across orders
When invoicing requires manual work, staff time is consumed and errors increase.
How I Solve It
I build custom invoicing systems that match your billing requirements:
Invoice Generation
- Automatic invoice creation at defined triggers
- Staged payment invoicing (deposit, milestone, final)
- Partial payment invoices with balance tracking
- Custom document layouts matching your branding
Invoice Management
- Invoice status tracking (draft, sent, paid, overdue)
- Customer access to invoice history
- PDF generation for email and download
- Integration with accounting systems
Automated Workflows
- Payment reminder sequences for overdue invoices
- Escalation rules based on days outstanding
- Customizable reminder templates and timing
- Statement generation for periodic account summaries
Need This Solution?
If you're facing similar challenges or want to discuss how I can help implement this for your project, I'd be happy to talk.
Common Invoicing Scenarios
B2B Staged Payments
- High-value orders with down payment, pre-shipping, and net terms
- Invoice generated at each payment stage with correct amounts
- Tax calculated properly for partial payments (Avatax integration)
- Customer-specific payment terms applied automatically
Subscription and Recurring Billing
- Periodic invoice generation for retainer clients
- Pro-rata calculations for mid-cycle changes
- Automatic renewal invoicing with reminders
- Failed payment handling and retry logic
Project-Based Billing
- Milestone-based invoicing for project phases
- Time and materials invoicing with line item detail
- Quote-to-invoice conversion
- Change order handling and invoicing
The Outcome
Invoices generate automatically at the right time with correct amounts. Staff stop manually creating invoice documents. Customers receive professional, branded invoices promptly. Payment collection improves through consistent reminder workflows. Finance has the documentation they need without manual reconciliation.
