Invoice & Payment Automation
Service
End-to-end financial workflow from project close to payment collection.
End-to-end financial workflow from project close to payment collection.
Clients
Pixel & Co. (Melbourne, Australia)
Pixel & Co. (Melbourne, Australia)
Date
August 2025
August 2025
Software
COPTIMAS (Starter Plan), Xero accounting, Stripe, Gmail.
COPTIMAS (Starter Plan), Xero accounting, Stripe, Gmail.
Transforming Ideas into Interactive Reality. Elevating Brands Design & Code
Challenge:
Late payments (avg. 21 days) disrupted cash flow. Invoices were sent manually via email, with no follow-up system.
Innovative Design Solutions Tailored to Your Brand
Solution:
COPTIMAS automated the entire billing cycle:
- When a project status changed to “Delivered,” an AI agent generated an invoice in Xero via Make.com
- Invoice PDF emailed to client with payment link
- If unpaid after 7 days, AI sent a polite reminder; after 14 days, a final notice
Results:
- Average payment time: 6 days (71% faster)
- Late payments (>30 days) reduced from 22% to 4%
- Zero manual invoicing
- Cash flow predictability improved by 90%
