Warehouse paperwork into billing drafts

The problem

Job papers arrive as receipts, estimates, and invoices. Turning them into a statement of work and a bill is a retype. A bill can go out before the papers match.

What SI does

SI reads the receipts, estimates, and invoices you provide. It drafts a statement of work that lists the job and the price from those papers. It also drafts a bill from the same lines. It flags totals that do not match. A person approves both drafts before anything is sent or billed. SI does not send the bill, change stock counts, or take payment.

Examples

The same job looks different in different businesses. These are examples, not client results.

• Small warehouse

  SI drafts a statement of work and a bill from a stack of receipts and one estimate. The office manager sends them after a check.

• Wholesale distributor

  The invoice total does not match the estimate. SI flags the gap. The owner resolves it before the bill goes out.

• Fulfillment shop

  SI drafts the papers only. Stock counts stay as the warehouse left them. A person approves the bill.

What it takes to set up

GemmiSI sets this up on your own equipment and accounts; your data stays with you. Use the statement layout and bill layout you already send. Permission is to draft, not to send or record a payment. We sit with you, plan the steps, and teach you to run it. Setup is often a few days while you check a sample job.

Try it yourself

Paste this into your SI tool. Swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

From these receipts, estimates, and invoices [files], draft a statement of work and a billing draft in these layouts [paste]. Flag totals that do not match. Do not send, bill, take payment, or change stock counts. Pause and show me before sending, submitting, posting or changing anything.