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Automation

When Built-In Automation Tools Aren't Enough

The daily chore

Billing is simultaneously the most important, and also the most frustrating task for a business. Important because, well, it’s your revenue for goods and services sold. But also frustrating because you have to really focus and make sure you’re not making mistakes. Smooth business operations require invoicing the right customer at the right time for the right amount.

It’s a situation I found myself in. Because we have automations going live at different times, it means we have invoices going out at different times too. Every day I would be sitting with Xero open in one window and our customer list in another, carefully copying data across into the New Invoice form, triple-checking to make sure I wasn’t making any mistakes.

Ian Edwards Ian Edwards