01
Not sent yet
Dan asks on Teams if the survey invoice has gone. INV-2292 for £250.00 is still unsent.
Found before it's sent
Teams, before it is sent
Search
Centrus AIChatAboutToday
Type a message
Ask
finance
Sent from chat, recorded when paid.
From the field service office, ask for a GoHighLevel invoice to go and Centrus finds it, then sends it once you confirm. When the customer has paid, say so and the payment is recorded. Recording it does not charge a card.
Centrus chat, with finance
KLKate LoweFinance
Today
Type a message…
- who asks
- Finance
- works with
GoHighLevel- how it runs
- Asked in chat, on WhatsApp or in Teams.
how it runs
From the invoice to the payment.
Kate sent Anna Shaw's survey invoice at 11:40 on Thu 29/10. On Friday the £250.00 was recorded.
01
Not sent yet
Dan asks on Teams if the survey invoice has gone. INV-2292 for £250.00 is still unsent.
Found before it's sent
Works with Teams, GoHighLevel02
Sent, once you confirm
Kate says to send it. INV-2292 goes to Anna Shaw from GoHighLevel.
Sent only after a yes
Works with GoHighLevel03
The payment, recorded
On Friday Kate says Anna has paid £250.00. It is recorded on INV-2292. No card is charged.
Recorded, not charged
Works with GoHighLevel
Teams, before it is sent
SearchCentrus AIChatAboutToday
Type a message
01 / 03
SearchCentrus AIChatAbout01 / 03
before and after
The same survey invoice, two ways.
Anna Shaw's Kestrel Dental survey, INV-2292 for £250.00, sent by Kate at 11:40 on Thu 29/10.
Finding it
Without Centrus: Opened in GoHighLevel to see if it exists
With Centrus: Found in chat, £250.00, not yet sent
Sending
Without Centrus: Sent from the invoice screen
With Centrus: Sent once Kate confirms
The payment
Without Centrus: Marked paid in GoHighLevel by hand
With Centrus: Recorded from chat, with no card charged
The record
Without Centrus: Easy to forget once the money arrives
With Centrus: On INV-2292 the same Friday
keep going
More in finance and cash flow.
Invoices chased, matched, checked against the contract and sent.
- Overdue invoices chased every MondayPulled from your job system, spreadsheet or Xero. Anyone already replying is skipped, the rest are chased in your tone.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero
- Raise and send an invoice from chatAsk for the invoice. It's raised in your job system or Xero, or sent as a branded PDF.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero
- Invoices checked against the contractBefore it goes, the invoice is reconciled with the POs and timesheets on the job and billed at the contract rates.AutomationWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive
- Supplier invoices matched to the POEvery line is checked against the PO. Matches update the job cost, and anything out is queried with the supplier.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- On stop? Checked before the quote goesAsk on WhatsApp. Centrus checks the account and the aged debt, and holds the quote if they're on stop.AskWorks with BigChange, Joblogic, Simpro, WhatsApp, Xero, Sage Intacct
- Aged debt by client from Xero in a workbookThe credit control meeting starts with the sheet already built.AskWorks with Excel, Xero
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Send a GoHighLevel invoice and record the payment" on a setup that matches yours.
- 03We pick out the admin that should run itself first.
Book 30 minutes. Bring a real question.
Ask this every week, or need something that isn't on the list? Bring the question the way your team would put it, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing