finance
Credit notes raised once finance approves
An agent drafts the credit for a disputed invoice, waits for finance to approve it, then raises the credit note in Simpro and emails the customer to confirm.
New agent
app.centrus.aiDescribe what you want to automate…
Simpro
Outlook
Gmailhow it works
From one sentence to a running agent.
The dispute arrives
A customer replies to an invoice email querying a charge.
The credit is drafted
The agent reads the invoice and the job behind it in Simpro and drafts the credit with the reason, for finance to approve by email or from the Runs panel.
It's raised
Once approved, the credit note is raised against the invoice and the customer is emailed to confirm. If finance rejects it, nothing is raised.
before and after
Disputes close the day they are agreed.
without centrus
Disputes in a folder, waiting until someone has time to raise the credit.
with centrus
Finance approves from the email, and the credit note is raised.
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 AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Credit notes raised once finance approves" on a setup that matches yours.
- 03We pick out the admin that should run itself first.
Book 30 minutes. Watch it run once.
Found the agent you need, or doing something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing