Logistics & delivery
Handle invoices and customer follow-up
Invoices usually slows down when completed deliveries, proof packets, rate sheets, invoices, payment status, and customer messages do not tell the same story, or when a delivery is complete, accessorial charge applies, or invoice is unpaid. Imagine keeps those sources in view, prepares an invoice summary, accessorial note, and payment reminder draft, and separates the ready work from the judgment calls. After review, the approved update goes back to the accounting system and customer thread, so billing keeps pace with completed deliveries.
The manual reality today
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01
The invoices handoff starts cold
completed deliveries, proof packets, rate sheets, invoices, payment status, and customer messages each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
Small invoices delays become customer-facing
When a delivery is complete, accessorial charge applies, or invoice is unpaid, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
Invoices decisions are hard to retrace
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Collect live invoices context
Imagine watches completed deliveries, proof packets, rate sheets, invoices, payment status, and customer messages for new activity, stale items, and changes that affect the work.
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02
Group the facts for invoices
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Prepare the invoices response
Imagine drafts an invoice summary, accessorial note, and payment reminder draft using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Close the loop on invoices
After review, approved actions are recorded in the accounting system and customer thread with the context, approver, and timestamp preserved.
Works with the tools you already run
- QuickBooks Online
- Stripe
- Onfleet
- Samsara
- ShipStation
- Gmail
What changes
The invoices queue starts warm
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Invoices follow-up feels consistent
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Managers can trust the invoices trail
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle invoices?
Imagine watches completed deliveries, proof packets, rate sheets, invoices, payment status, and customer messages, spots when a delivery is complete, accessorial charge applies, or invoice is unpaid, and prepares an invoice summary, accessorial note, and payment reminder draft for review. Approved actions sync back to the accounting system and customer thread with the supporting context attached.
When does invoices need a person?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the accounting system and customer thread is updated.
Can this use our current invoices systems?
This workflow can connect to systems such as QuickBooks Online, Stripe, Onfleet, Samsara, ShipStation, Gmail. Imagine works on top of those tools instead of replacing the system of record.
How does the invoices queue change the day?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so billing keeps pace with completed deliveries.