How to Automate Your Company's Billing Process
Automating the billing process means configuring the system to generate, validate, send, and log invoices based on process triggers — without anyone needing to do this manually for each client or order. Billing happens at the right time, with the correct data, and the finance team monitors status without having to check each one individually.
This is one of the processes with the highest immediate return from automation, because it combines high frequency with high error impact.
What the Billing Process Consists Of
Invoice generation: Creating the document with order data, client details, amount, and commercial terms.
Internal validation: Verifying the data is correct before sending — product, amount, tax ID, payment terms.
Sending to the client: Delivering the invoice by email or client portal.
Payment tracking: Monitoring the invoice status: pending, paid, overdue.
ERP logging: Recording the revenue in the financial system.
Each of these steps can be automated.
Triggers That Activate Billing Automatically
- Order approved in the sales system
- Delivery stage marked as complete
- Signed contract with billing date reached
- Monthly recurring service period ended
How Jestor Automates Billing
Jestor integrates natively with Omie and Conta Azul, two of the most widely used ERPs by SMBs in Brazil. With these integrations, the order approval workflow in Jestor can automatically trigger the ERP entry — without manual data copying.
With native automations and AI Agents, Jestor monitors the status of each invoice, sends due date alerts, and escalates to the finance team when necessary. The integration with Asaas complements the workflow for companies managing recurring billing.
Frequently Asked Questions
Does Jestor automatically generate payment slips? Jestor integrates with platforms like Asaas, which manages the issuance of payment slips and collections.
Is the integration with Omie and Conta Azul native? Yes. Jestor has native integration with Omie (via App Key + App Secret) and Conta Azul (via OAuth).
Is it possible to automate sending the invoice by email to the client? Yes. Jestor's automations allow automatic email sending with process data.
Does Jestor monitor the payment status of invoices? Yes, when integrated with a billing platform like Asaas.
With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and integration.