Invoicing and Payment Reconciliation for Online B2B
Taking orders online is only half the job. Finance teams care about invoices matching orders and payments matching invoices.
Give buyers self-service invoices
Offer an invoice list with status, due dates and download links. Allow payment of one or many invoices in a single action, and send reminders before due dates rather than after.
Make reconciliation boring
Use consistent reference numbers across order, invoice and payment. When references line up, accounts receivable stops spending Friday afternoons on manual matching.
Key takeaways
Provide invoice lists with clear statuses
Allow multi-invoice payment
Keep references consistent end to end
Related reading
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Approval Workflows That Do Not Slow Buyers Down
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