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Invoicing Agent
Hands-free billing
About Invoicing Agent
Generates invoices from won deals, sends them automatically, chases overdue payments with polite reminders, and reconciles payments.
Capabilities
- Auto-invoicing
- Payment reminders
- Reconciliation
- Dunning workflows
Tasks this agent runs
Create invoice on deal wonSend overdue remindersMark paid on paymentGenerate statements
Automation hooks
Triggers
DEAL_WONINVOICE_OVERDUE
Actions
SEND_EMAILCREATE_TASK
Connect in magWork
Add Invoicing Agent from the in-app marketplace. After connecting, magWork opens the correct settings screen automatically.
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