What Planobot treats as an invoice
An invoice is a payment-related document or Message that requests payment for goods or services. Planobot distinguishes an invoice from receipts, statements, payment confirmations, reminders, past-due notices, and other payment document types.
Example
An email from Example Plumbing LLC says:
Invoice EX-1058
Amount: $640
Due: September 30
Service address: 123 Example Street
Planobot can propose a Payment containing the service, amount, due date, invoice number, payee, and related Property when the evidence is sufficient. The proposal remains connected to the source Message for review.
From invoice to work
A pending or approved invoice normally has unresolved payment work, so Planobot can create or reconcile a payment workflow Task. You can review the proposed Payment, correct its fields, manage its status, and use the Task to track follow-up.