An order and invoice flow that runs itself
- Industry and size
- Builders Group AB, a small company with an online shop for services.
- Problem
- Every order had to be confirmed, invoiced and booked, and monthly services invoiced every month. By hand, that takes time and goes wrong.
- What I did
- A five-step flow: order on the website → customer confirms by email → invoice is created and emailed, PDF saved → a row in the invoice register that the bookkeeping reads → monthly invoice on the first of every month.
- Systems
- Cloudflare Pages Functions, the D1 database, Google Apps Script for email.
- Result
- No invoice is written by hand. One click too many never creates two invoices, and nothing is sent before the customer has confirmed.