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Automated Invoicing

Generate invoices based on contract logic

Create and send invoices automatically based on milestones, time periods, or usage data. The agent reads your contracts and SOWs to apply the correct billing rules and generates professional invoices.

Duplicate Agent

How It Works

Triggers
Event (milestone, end of period)Time-based (monthly/quarterly)
Sources
PDF (contracts, SOWs)
CSV (usage data, pricing)
Tools
EmailEmail
StripeStripe
QuickBooksQuickBooks
DocuSignDocuSign
Output
Invoice (PDF/DOCX)

Workflow

Trigger
Task
Action (needs approval)

Ready to Automate?

Duplicate this template and customize it to fit your specific workflow requirements.

Duplicate Agent