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Automation builds invoices from work orders, applies client payment terms, executes autopay charges when enabled, routes invoices by preferred delivery method, posts transactions to accounting, and provides receipts and daily outstanding balance reporting.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/invoices/","Invoices",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/invoice-generation-and-payment-processing/335935/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/invoice-generation-and-payment-processing/335935.png","ImageObject",442,249,{"name":42,"@type":43},"Aurora","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-17","2026-09-21",true,{"@type":52,"interactionType":53,"userInteractionCount":33},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"How does the workflow start and generate an invoice?","Question",{"text":62,"@type":63},"The workflow begins when the landscaping crew updates the job as completed in ServiceTitan with photos and time logs. That completion triggers automated invoicing based on the completed work order and pre-configured pricing schedules.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What systems are involved in invoicing and payment operations?",{"text":67,"@type":63},"ServiceTitan and Jobber are used for field job completion and invoice delivery, while Real Green Systems handles payment and ledger records. Accounting data is synced to the systems that maintain financial records.",{"name":69,"@type":60,"acceptedAnswer":70},"How are autopay and invoice delivery preferences handled?",{"text":71,"@type":63},"The workflow checks each customer profile to determine preferred payment method and billing schedule, routing to autopay, manual payment, or commercial net terms. Invoices are also delivered through the client’s preferred channel (email, SMS, or customer portal) with payment links and due dates.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},335935,1790288684,{"code":4,"msg":81,"data":82},"success",[83,88,93,97,102,107,112,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":95,"slug":96},14,70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":94,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":33,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":33,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":26},4810365810221,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","OS FO R YO U R  \nB US I N ESS  \nLA N DS CA P I NG · WO R K F LOW B L U E P R I NT · V 1 . 0  \nLA N DS CA P I NG · B I L L I NG A N D CAS H F LOW O P E RAT IO NS  \nInvoice generation and payment processing  \nThis workflow automatically generates invoices when landscaping jobs are completed and processes payments through multiple channels. It reduces billing delays and improves cash flow by streamlining the entire invoicing and payment collection process.  \n 01   \nWO R K F LOW T R IGG E R  \nLandscaping crew marks ajob as completed in the field management system  \nB L U E P R I NT OV E RV I EW  \nWhat this workflow accomplishes  \nThis workflow connects ServiceTitan field job completion to Jobber invoice delivery and Real Green Systems payment and ledger records. Automation builds the itemized invoice from the work order, routes it by the client's payment terms, runs autopay charges, and posts transactions to the books. Crew leads, the office biller, and the account manager retain authority over job sign-off, pricing exceptions, credit holds, and any charge to a saved card.  \n01  \nOUT PUTS  \nItemized service invoice, Payment receipt and confirmation, Updated customer balance and history, Daily outstanding balance report  \n02  \nSUCC ESS M EASU R ES  \nJob completion to invoice time, 30-day collection rate, Share of invoices auto-paid, Invoices held for billing review  \n03  \nCO R E SYST EMS  \nServiceTitan, Jobber, Real Green Systems  \nHOW TO US E THIS B LU E P RINT  \nOwners and branch managers: set the pricing schedules and net terms the invoice engine reads, and review the daily cash report.  \nOffice and billing staff: verify itemized labor, material, and equipment lines before release, and handle disputes and declined cards.  \nImplementation teams: map ServiceTitan work order fields to Jobber invoice lines and Real Green ledger accounts before any live billing run.  \nOS FOR YOUR BUSINESS WORK F LOW B LUEPRINT 0 1 / 0 4  \nI M P L E M E NTAT IO N D ETA I L  \nStage-by-stage breakdown  \nEach stage states the operational intent, the human control point, and the systems likely to take part. System names are examples, not a required architecture.  \nJob completion notification received  \nField crew updates job status to completed with photos and time logs in ServiceTitan. This triggers the automated invoicing workflow to begin processing the completed work order.  \nCONT RO L POINT  \nCrew lead confirms the job is complete and the before and after photos and clock entries match the property visit before the status is set.  \nSYSTEMS  ServiceTitan   \nGenerate detailed service invoice  \nSystem automatically creates an itemized invoice including labor hours, materials used, equipment charges, and any additional services performed. Invoice data is pulled from completed work order details and pre-configured pricing schedules.  \nCONT RO L POINT  \nBilling clerk reviews any line that falls outside the contract price book, including added materials, dump fees, or extra crew hours, and approves or corrects it.  \nSYSTEMS  ServiceTitan   Jobber   \n03  \nD ECISION  \nCheck client payment preferences  \nWorkflow evaluates customer profile to determine preferred payment method and billing schedule. Routes to appropriate payment processing based on whether client uses autopay, manual payment, or commercial net terms.  \nCONT RO L POINT  \nAccount manager owns the customer profile flags and can place a property on credit hold to stop any route.  \nSYSTEMS  ServiceTitan   \nSend invoice via preferred channel  \nInvoice is automatically delivered to client through their preferred method-email, SMS, or customer portal. Includes payment links for immediate processing and clear payment terms and due dates.  \nCONT RO L POINT  \nOffice staff verify the billing contact and property address on new accounts, and can resend or reroute a bounced invoice.  \nSYSTEMS  ServiceTitan   Jobber   \nOS FOR YOUR BUSINESS WORK F LOW B LUEPRINT 0 3 / 0 4  \nCO M P L ET IO N A N D M EAS U R E M ","cbCaio4EPKpj0b7D","https://ap.wps.com/l/cbCaio4EPKpj0b7D","pdf",320221,"English","# Workflow Trigger\n## Landscaping crew marks a job as completed in the field management system\n# Blue Print Overview\n## What this workflow accomplishes\n## Outputs\n## Success Measures\n## Core Systems\n# How to Use this Blue Print\n## Owners and branch managers\n## Office and billing staff\n## Implementation teams\n# Implementation Detail\n## Stage-by-stage breakdown\n## Job completion notification received\n## Generate detailed service invoice\n## Decision: Check client payment preferences\n## Send invoice via preferred channel\n## Completion and Measurement\n## Process automatic payments\n## Update financial records\n## Generate payment confirmation report\n# Deliverables","[{\"question\":\"How does the workflow start and generate an invoice?\",\"answer\":\"The workflow begins when the landscaping crew updates the job as completed in ServiceTitan with photos and time logs. That completion triggers automated invoicing based on the completed work order and pre-configured pricing schedules.\"},{\"question\":\"What systems are involved in invoicing and payment operations?\",\"answer\":\"ServiceTitan and Jobber are used for field job completion and invoice delivery, while Real Green Systems handles payment and ledger records. Accounting data is synced to the systems that maintain financial records.\"},{\"question\":\"How are autopay and invoice delivery preferences handled?\",\"answer\":\"The workflow checks each customer profile to determine preferred payment method and billing schedule, routing to autopay, manual payment, or commercial net terms. Invoices are also delivered through the client’s preferred channel (email, SMS, or customer portal) with payment links and due dates.\"}]","Invoice generation and payment processing | PDF",1790012874]