04 · Retail tech
Consolidated invoicing
Accounting rolled hundreds of store invoices into one bill per customer with an Excel macro. I replaced it with a rules engine inside the ERP that builds each bill on schedule, walks a clerk through checking it, sends the PDF and Excel file, and applies one payment across every invoice.
- Client
- Installs and services checkout tech for national retailers and restaurant chains
- Built with
- NetSuite
- SuiteScript
- Map/Reduce
- Suitelet app
Screens
Rendered from the real code with made-up data.
Consolidated invoicing home page with the next task and a four-step how it works guide
Step one of the review: a list of store invoices with checkboxes and totals
Step two of the review: invoice date, recipients and email message
A sent consolidated invoice with payment progress and the emails sent and received
Billing rules with schedule, approvers and on or off state
What it changed
- 01
Checked against accounting's own past bills: 660 invoices across 5 brands matched to the cent, including a 65/35 cost split.
- 02
One payment covering 274 invoices across 3 bill-to customers is applied in about a minute.
- 03
A dry run showed the first weekly run would re-bill 1,632 old invoices worth $619K. Per-rule start dates stopped it before go-live.
How it fits together
- Built by me
- Platform or outside system
- People
More of my work
See all
Contact
Need something like this built?
I take on full-time roles and focused projects. Email is the fastest way to reach me.
- Email[email protected]
- LinkedInin/seanbfoster
- LocationOrlando, FL · Remote