API
Assess available endpoints, permissions, mappings, and the status information your system can receive.
Your ERP. Your data.
A coordinated billing workflow.
Connect the operational work around your ERP with a managed team. We assess how billing data can be received, checked, processed, and returned as useful status information.
Start with compatibility.
Systems to assess against your environment and requirements.
SAPOracleMicrosoft DynamicsNetSuiteQuickBooks
These names identify systems for compatibility assessment. No certified, native, or live integration is implied.
Follow the work.
See every handoff.
Explore practical billing scenarios, including the points where people review and resolve exceptions.
From ERP billing data to a delivered invoice
Inputs, decisions, operational handoffs, and information returned.
Billing preparation
Delivery & review
Status return
ERP billing batch
Check required fields
Ready?
YesNeeds reviewPrepare invoice
Selected delivery method
Record delivery status
Missing purchase order
Client review & correction
Agreed
status return
status return
- ERP billing batch
- Check required fields
- Prepare invoice
- Selected delivery method
- Record delivery status
- Missing purchase order → Client review & correction → recheck before processing continues.
A wholesale billing run
Your team provides an approved batch of billing records. Before invoices are prepared, the required purchase-order and delivery fields are checked. Missing information is returned for review; complete records move through the agreed delivery route.
- Input
- Approved billing records
- Decision
- Required fields complete?
- Output
- Invoice and available delivery status
From payment to ERP reconciliation
Inputs, decisions, operational handoffs, and information returned.
Payment matching
Return data & review
ERP return
Customer pays
Record payment result
Matched?
YesNeeds reviewMatch to invoice
Prepare return data
Agreed ERP return method
Partial or unmatched payment
Assigned team review
Agreed
status return
status return
- Customer pays
- Record payment result
- Match to invoice
- Prepare return data
- Agreed ERP return method
- Partial or unmatched payment → Assigned team review → recheck before processing continues.
A payment with an invoice reference
A customer payment result is made available through the agreed payment arrangement. The reference is matched to an invoice. Unmatched or partial payments are routed for review before reconciliation data is prepared for return.
- Input
- Payment result and reference
- Decision
- Does the payment match?
- Output
- Payment status and reconciliation data
When billing data needs review
Inputs, decisions, operational handoffs, and information returned.
Review & correction
Recheck & review
Processing status
Issue identified
Route for review
Resolved?
YesNeeds reviewRecord correction
Recheck required fields
Continue processing
Information still incomplete
Return to assigned owner
Agreed
status return
status return
- Issue identified
- Route for review
- Record correction
- Recheck required fields
- Continue processing
- Information still incomplete → Return to assigned owner → recheck before processing continues.
An invoice with an incomplete billing address
An address field is missing from a billing record. The issue is routed to the client or assigned team, rather than guessed. The correction is recorded and the record is checked again before invoice processing continues.
- Input
- Record with a validation issue
- Decision
- Has the issue been resolved?
- Output
- Corrected record and processing handoff
When an invoice needs physical delivery
Inputs, decisions, operational handoffs, and information returned.
Print preparation
Dispatch & review
Mailing status
Invoice prepared
Check print & address details
Ready?
YesNeeds reviewProcess mailing request
Physical dispatch
Track available status
Address requires confirmation
Client address review
Agreed
status return
status return
- Invoice prepared
- Check print & address details
- Process mailing request
- Physical dispatch
- Track available status
- Address requires confirmation → Client address review → recheck before processing continues.
A customer who requires a printed invoice
The approved invoice is prepared for the customer’s postal route. Print and mailing details are checked before the request is processed. Available mailing status is recorded; delivery confirmation depends on the selected method.
- Input
- Invoice and postal details
- Decision
- Print and mailing details ready?
- Output
- Mailing request and available status
Workflow descriptions, not a claim of live automation. Actual implementation depends on your system, data, access, and agreed service scope. Steps may be manual or supported by agreed systems.
The method follows
your environment.
Access, data quality, and the return path matter as much as the transport itself. We confirm an approach before implementation.
Secure file transfer
Agree file specifications, transfer access, processing cadence, and handling of rejected records.
CSV & structured files
Define fields, formats, validations, and responsibilities for preparing and returning records.
EDI or integration platform
Assess your existing arrangements, supported messages, mapping needs, and implementation ownership.
Before a connection
becomes a process.
We work through these questions with your technical and finance teams.
What billing information will you need?
The required fields depend on your invoices and business rules. Typical discussions cover customer references, invoice amounts, billing periods, delivery details, and approval requirements.
How will status come back to our system?
The return method is agreed during scoping. It depends on the fields your system accepts, available access, mapping requirements, and the agreed implementation.
What happens if a record cannot be processed?
The issue is routed to the client or assigned owner for review. A correction is recorded before the invoice continues through the agreed process.
Bring structure to your
billing operations.
Tell us what your team needs. We’ll help define the next step.