Case Study: Invoicing Operations
Optimizing Invoicing for Speed and Accuracy
Manual invoicing was draining time and cash flow.
A growing services team spent hours pulling invoice data from spreadsheets, chasing approvals, and fixing mistakes. Invoices often went out late—or with errors. Clients were frustrated. Cash flow was unpredictable. Finance felt stuck in a loop of manual work and fire-fighting.
How the Fix Pack makes a difference:
- We mapped the end-to-end invoicing process—from job completion to payment received
- Pinpointed the top 3 bottlenecks:
1. Manual data entry and rework
2. Slow, unclear approval steps
3. Inconsistent invoice formats causing client confusion
- Delivered a 3-step action playbook to:
- Automate invoice data capture
- Assign a single point of accountability for approvals
- Standardize invoice templates and automate sending
What’s possible:
- Invoice turnaround reduced from 4 days to 1
- Invoice errors down by 70%
- Overdue payments dropped by 40% within three months
- Finance team freed up to focus on growth, not paperwork
“We used to spend more time fixing invoices than getting paid. Now everything just flows.”
(Scenario for illustration only)
Note:
This is an illustrative scenario based on common SME challenges. It demonstrates the type of improvement possible with a Fix Pack, not a specific client result.
Ready to fix your invoicing operations? See what’s possible with a Fix Pack.
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