Monthly recurring billing and retainer invoices

How it runs, in three steps

1. 1A step that always happens sets it off: a contract is signed, the twenty-fifth of the month arrives, or a product sells on one of your channels.
2. 2The program does the clicking instead of a person: it creates the folder, the billing profile and the project card, works out the monthly items, or logs into an old system that cannot be connected to anything, reads the screen and types just as an operator would.
3. 3It reports back what it did, and when it gets stuck it does not stop quietly: it tries again, and if a person really is needed it sends a message saying exactly what is missing and where.

Worth it when: It pays off first where the same sequence of steps runs at least a few times a week and staff lose thirty to forty-five percent of their time to it: sellers on several channels, service firms with monthly fees, offices with an old system nobody can connect to. If a process runs differently every time and nobody can write its steps down, tidy the process up first.