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Settlement

Draft · overdue · chase

Builds monthly invoice drafts, flips past-due receivables to overdue, and chases vendor invoices.

When it starts
Monthly batch · daily overdue check · hourly chase check during business hours.
Where a person steps in
A person confirms the amounts and issues the invoice. Collection stays with people too.
What happens when it fails
The agent stops at the draft. It never presses issue for you — decisions that move money are not handed over.
Backed by
MonthlyInvoiceBatchJob · InvoiceOverdueTransitionJob · remind_vendor_invoice

First we look at which work is eating the most time today.