ai side-income path · build · lesson 9 of 15
Automate invoicing and billing
Automation saves hours every month. You will connect an order, an invoice and a payment reminder, with a human check.
Learning material, not financial, legal or tax advice, and no income is promised. Results depend on your work. Use practice data only. Check the rules where you live on contracts, tax and personal data before you sell anything.
your aim
What you will be able to do
Set up a simple automatic flow from an order to an invoice and a reminder.
- Task. Automate order to invoice to reminder for five fake orders.
- Condition. An automation tool, practice data only.
- Standard. All five invoices correct including the wrong order caught; records kept; reminder works.
before the live session
Pre-read: get ready in 10 to 15 minutes
Read this one or two days before the live session.
- Read. The aim above and the three steps below. Note one thing you do not understand.
- Prepare. Open the tool you will use for "automate invoicing and billing" and check that it works.
- Bring. One question to ask in the live session.
step 1
Map the steps first
Write what happens from order to money in the bank. Mark which steps repeat. Automate the repeating ones.
step 2
Build, then test with fake orders
Create the flow with a tool of your choice. Run five fake orders including one wrong one. Check the totals, tax lines and dates.
step 3
Keep records and privacy
Invoices carry personal data and tax details. Keep the records the law requires, and share only with those who need them.
learn your way
See it, hear it, do it, write it
- See. Sketch the steps of "automate invoicing and billing" as a simple picture or flow before you start.
- Hear. Say each step aloud to a partner, or record yourself and play it back.
- Do. Work with your hands on the practice task, then tick each step as you finish it.
- Read and write. Write your result in five lines in your own words.
after the live session
Post-read: your notes and recording
After the live session the join button changes to "watch recording", and the notes are added here.
- Watch. The recording, if you missed any part.
- Read. The notes for "automate invoicing and billing" and tick off each step.
- Share. Put your result on your showcase for feedback.
Draft. Recordings and notes are not working yet in this test.
check yourself
Three quick questions
Think of your answer first, then open the question.
What do you automate?
The steps that repeat.
How do you test?
With fake orders, including a wrong one.
Why is privacy a concern?
Invoices hold personal and tax data.