Collect
Bring delivery documents and job references into an agreed intake point.
Delivery-to-invoice automation.
Keep completed jobs moving.
Bring delivery notes, job records, and approvals together so your finance team can prepare invoices with the right information.
Discuss this workflow
Delivery to invoiceWhat is delivery-to-invoice automation?
Delivery-to-invoice automation connects proof of delivery, job records, and approvals so finance can prepare an invoice from checked information. Automate Africa maps these handoffs, flags missing documents, and routes exceptions to a named person. The workflow prepares the record; your finance team still approves and issues the invoice.
A practical path through01 02 03
Built around the next step.
Check & review
Match records, flag missing fields, and route uncertain information to a person.
Prepare
Pass approved details into an invoice draft or a structured handover for finance.
Clear scope. Clear ownership.Know what
Know what
you’re building.
The review confirms the scope, access requirements, success measures, and fee before the build begins.
A typical project includes
- A mapped delivery-to-invoice workflow
- Agreed document and job-reference checks
- A queue for missing information and approvals
- Invoice drafts or an agreed finance handover
- Team training and operating documentation
What to know before we start
Finance stays responsible for approving and issuing invoices. Integration depends on your accounting system, access permissions, and document quality.
A practical exampleHow it could work
How it could work
in your team.
A delivery note arrives with a job reference. The workflow matches it to the job, checks the required fields, and flags a missing signature for the operations owner. Once the record is approved, finance receives an invoice draft or structured handover.
What to bring to a workflow review
Bring examples of delivery notes, your job-reference format, current approval steps, and the accounting system you use. We check how records can be accessed before agreeing an integration.
Estimate the value of recovered timeDoes this issue invoices automatically?
The starting scope prepares invoice drafts or a checked finance handover. Finance retains approval and issuing responsibility. Any additional actions need an explicit scope and controls.
What happens when proof of delivery is missing?
The job goes into an exception queue with an owner and the missing information identified. It should not silently proceed as if delivery had been confirmed.
How would we measure an improvement?
Compare time from complete delivery evidence to an invoice-ready record, manual handling time, and unresolved exceptions against a baseline. Faster invoice preparation does not guarantee faster customer payment.
A clearer way forwardGood work deserves
Good work deserves
a better workflow.
Tell us where things get stuck.
We'll help you find the next step.
