{"id":27542,"date":"2025-01-21T09:00:00","date_gmt":"2025-01-21T14:00:00","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=27542"},"modified":"2025-05-22T11:18:14","modified_gmt":"2025-05-22T15:18:14","slug":"what-is-invoice-processing","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/what-is-invoice-processing\/","title":{"rendered":"What is invoice processing? Definition, key steps, and benefits"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/money-matters\/\" class=\"entry-header__link\">Money Matters<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tWhat is invoice processing? Definition, key steps, and benefits\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \">Published <time class=\"entry-date published\" datetime=\"2025-01-21T09:00:00-05:00\">January 21, 2025<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"What is invoice processing? Definition, key steps, and benefits\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/what-is-invoice-processing\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/yassirmalik\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/03\/Yassir-Malik.jpg\" class=\"entry-author__image\" alt=\"yassir-malik-profile-picture\" \/>\t\t\t\t<span class=\"entry-author__name\">Yassir Malik<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Managing <a href=\"https:\/\/www.sage.com\/en-us\/blog\/what-is-an-invoice\/\">invoices<\/a> can sometimes feel like a never-ending task.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Gain insights into invoice processing and explore the right tools to streamline, save time, reduce errors, and make your workflow more efficient.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For small business owners, finance managers, or anyone in accounting, understanding how to complete the invoice process efficiently is essential for maintaining steady cash flow and building strong vendor\/client relationships. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This article will focus on the invoice process for accounts payable.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this guide, you\u2019ll learn everything you need to know about efficient invoice processing\u2014from the key steps involved to how automation can save you time and admin headaches. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you&#8217;re dealing with a handful of invoices or hundreds, these tips will help you streamline and transform your workflow into something that makes you stand out for the right reasons.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And getting used to automated, digital invoice processing now will make it easier to comply with future e-invoicing initiatives.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Here&#8217;s what we&#8217;ll cover:<\/strong><\/p>\n\n\n<?xml encoding=\"utf-8\" ?><div class=\"wp-block-yoast-seo-table-of-contents yoast-table-of-contents\"><ul><li><a href=\"#h-key-takeaways\" data-level=\"2\">Key takeaways:<\/a><\/li><li><a href=\"#h-w-hat-is-invoice-processing\" data-level=\"2\">W hat is invoice processing?<\/a><\/li><li><a href=\"#h-invoice-processing-steps\" data-level=\"2\">Invoice processing steps<\/a><ul><li><a href=\"#h-1-invoice-receipt-and-verification\" data-level=\"3\">1. Invoice receipt and verification<\/a><\/li><li><a href=\"#h-2-data-extraction-and-validation\" data-level=\"3\">2. Data extraction and validation<\/a><\/li><li><a href=\"#h-3-automated-approval-routing\" data-level=\"3\">3. Automated approval routing<\/a><\/li><li><a href=\"#h-4-payment-scheduling-and-processing\" data-level=\"3\">4. Payment scheduling and processing<\/a><\/li><li><a href=\"#h-5-recording-and-archiving\" data-level=\"3\">5. Recording and archiving<\/a><\/li><\/ul><\/li><li><a href=\"#h-the-benefits-of-automated-invoice-processing\" data-level=\"2\">The benefits of automated invoice processing<\/a><ul><li><a href=\"#h-save-time\" data-level=\"3\">Save time<\/a><\/li><li><a href=\"#h-reduce-errors\" data-level=\"3\">Reduce errors<\/a><\/li><li><a href=\"#h-better-cash-flow-management\" data-level=\"3\">Better cash flow management<\/a><\/li><li><a href=\"#h-increased-visibility-and-control\" data-level=\"3\">Increased visibility and control<\/a><\/li><li><a href=\"#h-stronger-security-and-compliance\" data-level=\"3\">Stronger security and compliance<\/a><\/li><li><a href=\"#h-scalability-and-flexibility\" data-level=\"3\">Scalability and flexibility<\/a><\/li><li><a href=\"#h-centralized-data-for-easy-reporting\" data-level=\"3\">Centralized data for easy reporting<\/a><\/li><li><a href=\"#h-enhanced-supplier-relationships\" data-level=\"3\">Enhanced supplier relationships<\/a><\/li><\/ul><\/li><li><a href=\"#h-streamline-your-invoice-processing-with-automation-software\" data-level=\"2\">Streamline your invoice processing with automation software<\/a><\/li><li><a href=\"#h-case-study\" data-level=\"2\">Case study<\/a><\/li><li><a href=\"#h-final-thoughts\" data-level=\"2\">Final thoughts<\/a><\/li><\/ul><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\"><strong>Key takeaways:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automated invoice processing streamlines workflows, saving time and reducing errors for more accurate and timely payments and a better reputation.<\/li>\n\n\n\n<li>Key steps include capturing, validating, approving, scheduling, and recording invoices to keep finances accurate and on track.<\/li>\n\n\n\n<li>Automation benefits include better cash flow, vendor relationships, and security while reducing risks from missed payments or discrepancies.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-w-hat-is-invoice-processing\">W<strong>hat is invoice processing?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The invoicing process involves a series of steps in handling invoices, whether they come from vendors (accounts payable) or are issued to clients (accounts receivable). <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For accounts payable, this includes receiving, approving, and paying vendor invoices, while accounts receivable focuses on creating and tracking invoices sent to customers to ensure timely payments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Throughout the process, every transaction is recorded in a central accounting record known as the <a href=\"https:\/\/www.sage.com\/en-us\/accounting-software\/ledger-accounting\/\" target=\"_blank\" rel=\"noreferrer noopener\">general ledger<\/a>, which provides an overview of your business\u2019s financial health. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Efficient invoice processing keeps you organized and helps you avoid late fees, ensure timely payments, maintaining strong relationships with vendors and clients. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you\u2019re managing outgoing payments or incoming revenue, a smooth invoicing process keeps your business running efficiently.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Traditionally, invoice processing was manual, involving paper invoices, physical approvals, office filing, and manual data entry\u2014all of which introduced delays, errors, limited visibility, and locked invoices to physical locations. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These issues often resulted in late payments, missed discounts, lost invoices, and increased fraud risk.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With today\u2019s digital and AI-powered tools, invoice processing has entered a new era. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.sage.com\/en-us\/blog\/simplify-your-ap-with-cloud-accounting-solutions\/\" target=\"_blank\" rel=\"noreferrer noopener\">Automated invoice processing<\/a> is helping businesses like yours cut down on errors, speed up approvals, and gain real-time visibility into your financial workflows. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Modernizing your invoicing process with these tools doesn\u2019t just make life easier; it sets your business up for greater efficiency and accuracy.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-invoice-processing-steps\"><strong>Invoice processing steps<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The digital invoice processing cycle is designed to manage invoices quickly and easily from receipt through payment and recording, ensuring accuracy and timely completion. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Working together, AI and automation can drastically reduce administration time and increase the accuracy of your invoice process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are the steps involved in an invoicing procedure:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-invoice-receipt-and-verification\"><a><\/a><strong>1. Invoice receipt and verification<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Invoices are captured from various sources, such as email, <a href=\"https:\/\/www.sage.com\/en-us\/blog\/what-is-an-invoice\/\">e-invoicing<\/a> platforms, document scanners, or even mobile phone photos, and logged into the invoice processing system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">During this stage, your accounting team verifies that the billed product or service has been received, matching invoice details against purchase orders or contracts to ensure accurate amounts. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If discrepancies are identified, they are resolved with the supplier before moving forward.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-data-extraction-and-validation\"><a><\/a><strong>2. Data extraction and validation<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Using Optical Character Recognition (OCR), the invoicing system extracts key information from the invoice\u2014such as the invoice number, vendor details, and total amount.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automated validation, augmented with AI-powered software, cross-checks this information against purchase orders and delivery receipts to ensure consistency, flagging any discrepancies for review. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This minimizes the risk of errors and prepares the invoice for approval.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-automated-approval-routing\"><a><\/a><strong>3. Automated approval routing<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The system then routes the invoice to the appropriate personnel for approval based on company-defined rules, such as department, approval limits, or project codes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automated notifications and reminders support prompt review and approval, helping your team avoid bottlenecks. If the invoice meets all criteria, it is authorized for payment; if not, it is flagged for further review.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-payment-scheduling-and-processing\"><a><\/a><strong>4. Payment scheduling and processing<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once approved, the invoice is scheduled according to your company\u2019s payment terms and cash flow priorities. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In some cases, early payment discounts (such as 1% Net 10) may be applied to take advantage of savings. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By matching these terms with automated reminders, you can make the most of these offers by paying on time and saving your company money.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Payment is then processed through your company\u2019s preferred method\u2014such as ACH, check, or wire transfer\u2014ensuring the vendor is paid promptly, and the business can optimize <a href=\"https:\/\/www.sage.com\/en-us\/accounting-software\/cash-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">cash flow management<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-recording-and-archiving\"><a><\/a><strong>5. Recording and archiving<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">After payment, the <a href=\"https:\/\/www.sage.com\/en-us\/accounting-software\/\" target=\"_blank\" rel=\"noreferrer noopener\">accounting software<\/a> records the transaction, ensuring accurate, up-to-date financial records. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The invoice processing system securely archives invoice and payment details for future reference, audit compliance, and reporting. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This organized storage helps you maintain transparency and supports efficient access to records for financial analysis or regulatory requirements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-benefits-of-automated-invoice-processing\"><a><\/a>The benefits of automated invoice processing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Automating the invoicing process, especially for vendor invoices, can greatly affect how your business handles finances. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automation helps streamline tasks, gives greater control over invoice processing workflows, and boosts overall efficiency so your teams can work smarter, not harder.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-save-time\"><a><\/a><strong>Save time<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Automation reduces time spent on repetitive tasks like data entry, tracking approvals, and managing payment schedules. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instead of dealing with these manual processes, your accounts payable team is freed up to focus on more strategic work\u2014like building better supplier relationships or analyzing financial data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This shift not only makes your team more productive but also helps ensure vendors get paid on time, which is a win-win for everyone.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reduce-errors\"><a><\/a><strong>Reduce errors<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Choosing automated systems help significantly reduce manual data entry mistakes. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tools like OCR can pull information directly from invoices while the AI checks it in seconds against existing records, so you know the details are accurate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This reduces the risk of costly errors or disputes and brings peace of mind to the finance team and vendors. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It also reduces the manual administration time burden of checking everything by hand.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-better-cash-flow-management\"><a><\/a><strong>Better cash flow management<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Automation puts you in the driver\u2019s seat when it comes to managing your accounts payable and receivable processes. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It allows you to control when payments are made or collected, leading to smarter and more efficient cash flow management.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By automatically tracking due dates and strategically scheduling payments, you can avoid late fees and even take advantage of early payment discounts. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Not only does this save money, but it also gives you a clearer picture of your cash flow, enabling more informed and effective financial planning.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-increased-visibility-and-control\"><a><\/a><strong>Increased visibility and control<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Automated invoice processing offers real-time insights into where each invoice is in the process. This visibility makes it easy to monitor payment status and quickly resolve issues, helping you make informed decisions about cash flow. Better tracking means fewer surprises, keeping your businesses running smoothly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-stronger-security-and-compliance\"><a><\/a><strong>Stronger security and compliance<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Automated systems also have built-in security features, like encryption and user authentication, to protect sensitive financial data. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plus, each step in the process is logged in an audit trail, so it\u2019s easier to stay compliant with industry regulations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With these safeguards in place, your business can reduce the risk of fraud and maintain peace of mind about data security.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scalability-and-flexibility\"><a><\/a><strong>Scalability and flexibility<\/strong><strong><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">As your business grows, an automated system can grow with it. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These systems are designed to handle increased invoice volumes without requiring extra resources, so you can scale up without missing a beat. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plus, automation can be tailored to fit your business needs, so teams have flexibility as things change over time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-centralized-data-for-easy-reporting\"><a><\/a><strong>Centralized data for easy reporting<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Automation brings all invoice data together in one central place, making it simple to access and analyze. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From tracking expenses to spotting cash flow trends, having all the information in one spot makes it easier for your team to understand the big picture.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Real-time data at your fingertips means you\u2019re better equipped to make smart, strategic decisions for the future. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You no longer have to manually sift through paper folders, or waste time in complex spreadsheets just to generate a report.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enhanced-supplier-relationships\"><a><\/a><strong>Enhanced supplier relationships<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">By automating payments, your business can ensure invoices are paid on time, which helps build trust with suppliers. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When vendors know they\u2019ll be paid consistently, it strengthens those relationships\u2014and can even lead to perks like better payment terms or exclusive offers. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This extra goodwill can be a real advantage in the long run.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-streamline-your-invoice-processing-with-automation-software\"><a><\/a><strong>Streamline your invoice processing with automation software<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Manual invoice processing can be overwhelming and inefficient. Fortunately, <a href=\"https:\/\/www.sage.com\/en-us\/accounting-software\/invoicing\/\" target=\"_blank\" rel=\"noreferrer noopener\">automated invoicing software<\/a> offers a solution to simplify the process. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By automating vendor invoice processing, your company can save valuable time, minimize errors, and gain a clearer view of your financial operations. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The outcome? <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Improved cash flow and stronger vendor relationships.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When choosing the right automation solution, look for features that make a real difference, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Scalability <\/strong>to handle growing invoice volumes<\/li>\n\n\n\n<li><strong>Easy integration <\/strong>with existing ERP and accounting systems<\/li>\n\n\n\n<li><strong>Customizable workflows <\/strong>to match your approval process<\/li>\n\n\n\n<li><strong>User-friendly design<\/strong> for smooth adoption across teams<\/li>\n\n\n\n<li><strong>Reliable support and training<\/strong> to get your team up to speed quickly<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">With tools like OCR for data capture, automated approval routing, AI-powered error detection, and real-time dashboards, automation software takes the guesswork out of invoice management. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ll instantly see paid, pending, and scheduled invoices, helping you manage cash flow effectively and speed up financial closes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By embracing invoice automation, your accounts payable team can shift their focus from tedious manual tasks to more strategic work, giving your business a competitive edge. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s a simple but powerful way to boost accuracy, save time, and strengthen vendor relationships as you scale.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-case-study\"><a><\/a><strong>Case study<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">By switching to automated AI-powered software, like Sage Intacct, <a href=\"https:\/\/www.sage.com\/en-us\/blog\/ground-control-case-study\/\" target=\"_blank\" rel=\"noreferrer noopener\">Ground Control<\/a>, a communications solutions business, uses it to improve and streamline its invoicing, cutting its monthly close from 11 to five days.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Its leadership now has timely and accurate financial reports twice as quickly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cOne big value we have with Sage Intacct is one source of data truth we can rely on once we close the books, versus always second-guessing yourself,\u201d says Tina Gantley, group financial controller.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Speed and visibility have improved using the Sage Intacct order entry module integrating with a Salesforce CRM application.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cOnce a sales order closes in Salesforce, the data comes into Sage Intacct for invoicing,\u201d Gantley says. \u201cA unique identifier lets you trace through the journey, from the original order down to the cash.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\"><a><\/a><strong>Final thoughts<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Choosing your software carefully creates invoicing efficiencies and frees up time for strategic initiatives. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Transforming invoice processing through AI-powered tech and automation gives you the insight to for consistent wins, driving growth and delivering outstanding results, year after year.<\/p>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner on-scroll-highlight__target\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to our Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Get our latest business advice delivered directly to your inbox.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n<section class=\"more-topics alignfull has-grey-light-background-color wp-block-sage-post-topics\">\n\t<div class=\"container\">\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col col-12 col-lg-4\">\n\t\t\t\t<h3 class=\"more-topics__title h2\">Browse more topics from this article<\/h3>\n\t\t\t<\/div>\n\t\t\t<div class=\"col col-12 col-lg-8\">\n\t\t\t\t<ul class=\"post-tags__list\">\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/accountants\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tAccountants\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/automation\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tAutomation\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/small-business\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tSmall business\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/section>\n\n<div class=\"alignfull wp-block-sage-related-posts\">\n\t<section class=\"related-posts card-grid has-dark-background-color\">\n\t<div class=\"container\">\n\t\t\t\t\t<div class=\"row\">\n\t\t\t\t<div class=\"col\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--featured h1\">Explore more wisdom<\/h2>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"row related-posts__featured\">\n\t\t\t\t<div class=\"col card-grid__item\">\n\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-0 post-34435 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-accounting-101 tag-cash-flow tag-growing-a-business tag-small-business business_type-small-business business_type-growing-business industry-nonprofit card-post--is-clickable\"\n>\n\t<div class=\"card-post__media-wrapper\">\n\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1261563958-1440x810.jpg\" class=\"card-post__image\" alt=\"3 men sit in front of a computer\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1261563958-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1261563958-768x432.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1261563958-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"card-post__content\">\n\t\t\t\t\t<div class=\"card-post__label\">Recommended<\/div>\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-07-21T12:11:21-04:00\">July 21, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">12 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h3\">\n\t\t\t\t\t\t\t<a\n\t\t\t\t\tclass=\"card-post__title-link\"\n\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/church-accounting-101\/\"\n\t\t\t\t>\n\t\t\t\n\t\t\tChurch accounting 101: What you need to know\u00a0\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/p>\n\n\t\t\n\t\t\t\t\t<p class=\"card-post__description\">\n\t\t\t\tManaging your church\u2019s finances? Learn the basics of church accounting and gain the clarity you need to make confident decisions and manage finances easily.\t\t\t<\/p>\n\t\t\n\t\t\t<\/div>\n\n\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"row related-posts__non-featured\">\n\t\t\t\t<div class=\"col col-12\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--more h4\">More on this Topic<\/h2>\n\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-1 post-31913 post type-post status-publish format-standard has-post-thumbnail hentry category-technology-innovation tag-cloud-technology tag-customer-acquisition tag-digital-transformation tag-growing-a-business tag-small-business tag-staying-competitive tag-technology business_type-small-business business_type-growing-business industry-software-saas\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/key-saas-metrics-to-track\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1406088800-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1406088800-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1406088800-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1406088800-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div 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\/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-07-17T06:13:30-04:00\">July 17, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">14 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tA guide to understanding cash flow statements: Definition, methods and examples\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-4 post-30823 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters category-strategy-legal-operations tag-accounting-101 tag-boss-your-business tag-business-intelligence tag-cash-flow tag-small-business tag-starting-a-business tag-staying-competitive business_type-small-business business_type-growing-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/how-to-track-business-expenses\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-06-24T09:08:55-04:00\">June 24, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">13 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tHow to keep track of business expenses\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn the essentials 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