Wholesale distributors
Track invoices, credits, and AR follow-up
Invoices & credits usually slows down when invoices, credit memos, payment status, short pays, order history, and customer messages do not tell the same story, or when an invoice is unpaid, short-paid, disputed, or credit memo needs review. Imagine keeps those sources in view, prepares an AR summary, credit memo draft, and customer follow-up, and separates the ready work from the judgment calls. After review, the approved update goes back to the accounting system and customer record, so cash follow-up stays tied to order context.
The manual reality today
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01
Invoices & credits can start with status hunting
invoices, credit memos, payment status, short pays, order history, 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
The next invoices & credits touch arrives late
When an invoice is unpaid, short-paid, disputed, or credit memo needs review, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The invoices & credits trail gets scattered
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
Watch the invoices & credits sources
Imagine watches invoices, credit memos, payment status, short pays, order history, and customer messages for new activity, stale items, and changes that affect the work.
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02
Build the invoices & credits packet
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Queue invoices & credits for review
Imagine drafts an AR summary, credit memo draft, and customer follow-up using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Record the invoices & credits decision
After review, approved actions are recorded in the accounting system and customer record with the context, approver, and timestamp preserved.
Works with the tools you already run
- QuickBooks Online
- NetSuite
- Cin7
- Stripe
- Salesforce
- Gmail
What changes
The invoices & credits queue has fewer loose ends
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Follow-up around invoices & credits stops depending on memory
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Questions about invoices & credits take less digging
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 & credits?
Imagine watches invoices, credit memos, payment status, short pays, order history, and customer messages, spots when an invoice is unpaid, short-paid, disputed, or credit memo needs review, and prepares an AR summary, credit memo draft, and customer follow-up for review. Approved actions sync back to the accounting system and customer record with the supporting context attached.
Can invoices & credits stay in review?
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 record is updated.
Where does Imagine update invoices & credits status?
This workflow can connect to systems such as QuickBooks Online, NetSuite, Cin7, Stripe, Salesforce, Gmail. Imagine works on top of those tools instead of replacing the system of record.
What changes in invoices & credits?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so cash follow-up stays tied to order context.