Managed agent
Billing and invoicing
Delivery and order records become invoices. A person approves each one before it is sent.
- Channel
- WhatsApp and email
- Works with
- Xero, Detrack, Google Sheets
- What still waits for a person
- An invoice is a draft until someone in the business approves it. Nothing is sent on its own.
Tell us which workflow hurts most.
Twenty minutes is enough to see whether a managed agent fits. Or send a note on WhatsApp.