Quote-to-cash & invoicing
Automate the path from closed-won to cash collected
A workflow that picks up every closed-won deal, raises and reconciles the invoice across CRM, billing and your ledger, and chases what is overdue.
The problem
Between a deal closing and the cash arriving, someone re-keys the same numbers across the CRM, the billing system and the ledger, then manually chases what is late. It is slow, error-prone and invisible until revenue is missing.
Built from Rig's building blocks
Rig is not a fixed template. It is a set of building blocks, and this app is one way to assemble them. Take what you need, then shape the workflow around your own pain.
How to build it
- 1
Connect the three systems
Bring your CRM, billing and accounting ledger into Rig so the whole quote-to-cash path lives in one governed layer.
- 2
Map the handoffs
In the context layer, define how a closed-won opportunity becomes an invoice and how invoices reconcile to the ledger.
- 3
Automate the flow
A workflow raises the invoice on close, reconciles payments as they land, and flags anything that does not match for review.
- 4
Chase what is overdue
Extend the workflow to nudge overdue accounts and alert finance. Add your own steps, approvals, dunning, revenue recognition, as you need them.
The outcome
Cash collected faster with fewer errors, and a finance team that approves exceptions instead of re-keying every deal.
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