Accounting & Finance AR Invoice Issuance
Before Manual
Each morning, staff export yesterday's shipments from the ERP, create invoices one by one, save PDFs, and email each customer manually. Mistyped amounts cause disputes and payment delays.
After with RK
RK pulls shipment records from the ERP, generates each invoice, saves the PDF to the right folder, and emails it to the customer contact automatically every morning before staff arrive.
Time saved 3 hrs/day
Frequency Daily
Systems involved ERP, Excel, Outlook, PDF
Additional impact Fewer errors & faster month-end close
