StreamEdgeSolutions

Business Automation · Finance operations

Invoice Automation

Invoices raised, sent and chased automatically, with a clear record of what is outstanding.

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From$799USD one-off

One payment. Work starts once we have confirmed your requirements.

The four questions this page answers

  1. 1

    What you buy

    A one-off project, delivered remotely, that automates your invoicing cycle: generating the invoice from the job or order, sending it, chasing it on a schedule, and showing you exactly what is owed and how overdue it is. It is invoicing software configuration, not a bookkeeping service.

  2. 2

    What you get

    4 deliverables, listed in full below

    • Automated invoice generation and sending
    • A branded invoice template
    • A reminder schedule
    + 1 more
  3. 3

    How it is delivered

    Remote Setup

    Carried out remotely by our team. Nothing is posted and no one visits.

    REMOTE SERVICE

  4. 4

    How long it takes

    2–4 weeks

    Measured from the point everything under “what we need from you” is with us, not from the moment you pay.

Automated invoicing with reminders and payment reconciliation — illustrative concept, not a screenshot of a client system
Automated invoicing with reminders and payment reconciliation. Illustrative interface concept — not a screenshot of a client deployment.

What is this, in plain English?

A one-off project, delivered remotely, that automates your invoicing cycle: generating the invoice from the job or order, sending it, chasing it on a schedule, and showing you exactly what is owed and how overdue it is. It is invoicing software configuration, not a bookkeeping service.

Late payment is often a process problem rather than a customer problem — the invoice went out three weeks after the work, or the reminder never went at all. This connects invoicing to the event that should trigger it, sends on a consistent schedule, escalates politely and predictably, and gives you an ageing view that is current rather than assembled the night before a cash-flow meeting.

The problem it solves

Invoices go out whenever somebody gets round to it, reminders depend on mood, and nobody can say what is actually outstanding today.

If that does not describe you, this is probably the wrong product. Tell us and we will point you at a better fit rather than sell you the nearest one.

What you get

The concrete things that exist at the end and that you own.

4 deliverables

  • Automated invoice generation and sending
  • A branded invoice template
  • A reminder schedule
  • A receivables ageing report

What's included

The work covered by the figure in the buy box, at no extra cost.

  • Invoice template design
  • Generation and sending automation
  • Reminder sequence
  • Ageing report
  • Payment recording flow
  • Training

Not seeing something you expected? Check what you are not buying before you order.

What does it do?

Everything listed here is delivered as part of this product. Nothing on this list is aspirational.

  • Invoice generation triggered by job or order completion
  • Sequential invoice numbering with no gaps
  • Automatic sending with the invoice attached
  • A configurable reminder schedule before and after due date
  • Receivables ageing view
  • Payment recording against the invoice

How it works

The delivery sequence from order to handover.

  1. 1

    Map the billing trigger

    We agree what event means "this is now billable".

  2. 2

    Build the invoice template

    Your layout, your numbering, your terms.

  3. 3

    Set the chase schedule

    Reminder timing and wording, agreed with you and consistent thereafter.

  4. 4

    Connect payment recording

    Payments mark invoices settled and stop the reminders.

  5. 5

    Go live with an ageing report

    You get a current view of what is owed, by whom, for how long.

Delivery & fulfilment

Stream Edge Solutions ships nothing. Every package on this site is carried out and handed over remotely — this is exactly what happens after you order.

REMOTE SERVICEHow this is delivered
  1. 1We confirm requirementsWe read what you sent with the order, come back in writing with anything missing, and agree the scope before any chargeable work starts.
  2. 2We build and configure remotelySetup, configuration and testing are done by our team over a remote connection — on your systems or on ours, whichever the package specifies.
  3. 3We hand it overYou receive the working setup, the credentials, the documentation and a walkthrough. Everything built for you is yours at handover.

Carried out remotely by our team. Nothing is posted and no one visits. Typical turnaround: 2–4 weeks.

Delivery method
Remote Setup
Expected delivery time
2–4 weeks
Measured from the point everything under “what we need from you” is with us — not from the moment you pay.

Full detail of how work is handed over, what happens if requirements are outstanding and how order records are kept is in the Delivery & Fulfilment Policy.

What we need from you

Nothing starts until these are in place, and the turnaround above is measured from that point — not from the moment you pay.

  • Your invoice format and payment terms
  • The tax treatment your business is registered for
  • A defined trigger for when work becomes billable

Who this is for

  • Service businesses invoicing per job or milestone
  • Businesses with recurring or retainer billing
  • Owners chasing payment personally
  • Anyone whose receivables position is a guess

Business needs this addresses: Automate work, Improve operations

What's not included

Just as plainly as the list above: the things this package is not.

  • Accounting or bookkeeping services
  • Tax advice or tax configuration — you supply your tax treatment and we implement it
  • Debt collection services
  • Payment processing fees charged by your provider
  • Marking an invoice paid without a real payment record — the system will not do it

Anything outside the scope above is quoted separately, in writing, before it is carried out. Nothing is added to your bill without your agreement.

FAQs

Does it handle VAT?

It applies the tax treatment you configure. We implement what your accountant specifies; we do not decide your tax position, and the system shows no tax lines until you configure them.

Can it reconcile against our bank?

Payment recording can be manual, or automated if your bank or payment provider exposes a feed. We confirm what is possible for your specific provider before quoting it.

Will it mark things paid automatically?

Only from a genuine payment confirmation — a provider webhook or a recorded reconciliation. Nothing is ever marked paid on assumption.

Refund & cancellation

What happens if you change your mind, and what happens to money already paid.

Cooling-off before work starts
You have 7 days after ordering to cancel while work has not yet begun. Up to 25% may be retained to cover scoping and scheduling already carried out.
Work already done
Once delivery has started, refunds are assessed against the work completed and the deliverables already handed over — the list under “what you get” above is what that assessment is made against. Approved refunds are processed within 14 days.
If we cannot deliver what is described here
You are refunded. The scope on this page is the scope we are held to, which is exactly why the exclusions above are stated before you buy rather than after.

The full terms, item type by item type, are in the Refund & Cancellation Policy. How the work reaches you is covered by the Delivery & Fulfilment Policy.

Not sure this is the right product?

We would rather point you at the right thing than sell you the nearest one. Ask us before you buy — no obligation.

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