Flow 068 · Order-to-cash and collections

Get paid faster without chasing every invoice yourself.

Invoices go out the moment orders ship, payments are matched as they arrive and reminders go out on a schedule you set. Overdue accounts move up a clear escalation path, with a person approving each step.

Try it below. Sample company: Larkspur & Co. (fictional).

Larkspur & Co.Live run · sample data
Demo
Pick a scenario, then step in when a person is needed

What lands with your team

Late invoices and forgotten reminders are cash you have already earned, sitting somewhere else. This flow runs the routine parts of order-to-cash every day and gives your AR team a short list of accounts that genuinely need a conversation.

0steps run automatically
0decisions made by a person
0steps logged for audit

Sample company and sample numbers, for illustration.

How it works

Starts when
An order is marked shipped or a service is delivered.
Runs automatically
Creating and sending invoices on shipment; matching incoming payments to open invoices; friendly reminders before and after the due date; an escalation path for overdue accounts, with drafts for the AR team.
Where AI helps
Drafting firm but polite collection notes for the AR team to review.
Where you’re in charge
The AR manager approves every escalation, payment plan and account hold.

What stays with a person

  • Every escalation beyond a friendly reminder
  • Payment plans and credit decisions
  • Putting an account on hold

What’s included

  • Creating and sending invoices on shipment
  • Matching incoming payments to open invoices
  • Friendly reminders before and after the due date
  • An escalation path for overdue accounts, with drafts for the AR team
  • Runs on: Power Automate, Dynamics 365, NetSuite or SAP, Outlook, Teams, Power BI
Build size XL · system

Questions teams ask

Will reminders annoy our best customers?
You choose the tone, timing and which customers are excluded. Key accounts can go to their account manager instead.
How are payments matched?
The flow matches bank receipts to open invoices by amount, reference and customer, and sends anything unclear to a person.
Will we need new Microsoft licenses?
Often not. Many of these flows run on what you already have in Microsoft 365. Some steps need premium connectors or AI credits, so we check your current licenses on the first call and tell you exactly what, if anything, you would add before you commit.

Want this for your team?

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