Invoice Issuing System
How Iqra Technology built a structured Invoice Issuing System on Joget DX for a large-scale Japanese energy company — automating invoice generation, multi-level approval, and SAP-integrated dispatch to eliminate manual billing delays end-to-end.
Client Overview
A large-scale energy and utilities company in Japan generating a high volume of invoices monthly across multiple business units, customer accounts, and service categories. The billing team manages complex invoicing requirements including milestone-based project billing, recurring service charges, and ad hoc transaction invoices — each requiring structured data validation and multi-level approval before dispatch.
The existing invoice issuing process was largely manual: billing staff compiled invoice data from spreadsheets and SAP records, created invoices in individual documents, obtained approvals via email, and dispatched invoices manually to customers — time-consuming, error-prone, and causing significant delays between service delivery and invoice receipt.
Iqra Technology was engaged to build a structured Invoice Issuing System on Joget DX that automates invoice data compilation from SAP, generates formatted invoice PDFs, routes them through the appropriate approval workflow, and dispatches them to customers automatically upon authorization — reducing billing cycle time from days to hours.
Industry Details
Project Overview
The project delivered a fully automated Invoice Issuing System on Joget DX covering the complete billing lifecycle — from structured invoice request initiation and SAP data pull, through automated PDF invoice generation and multi-level finance approval, to customer dispatch and SAP record update. Every invoice follows a defined, governed process with full data validation and audit tracking.
The system supports multiple invoice types (project milestone, recurring, ad hoc) with type-specific data requirements, approval chains, and dispatch rules — ensuring the correct billing governance model is applied automatically based on the invoice category submitted.
Client Requirements
- Automate invoice data compilation from SAP records into structured Joget invoice forms.
- Generate formatted invoice PDFs automatically from approved Joget data.
- Implement multi-level finance approval based on invoice value and type.
- Automate customer invoice dispatch via email upon final approval.
- Update SAP with invoice issued status and customer notification records in real time.
- Support multiple invoice types (milestone, recurring, ad hoc) with type-specific workflows.
- Maintain a complete audit trail of invoice creation, approval decisions, and dispatch events.
- Provide a management dashboard showing invoice volumes, approval status, and dispatch performance.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- SAP-integrated invoice data pull — billing data compiled automatically with no manual extraction.
- Automated formatted PDF invoice generation from approved Joget data.
- Value-based dynamic approval routing enforcing appropriate authorization levels for every invoice.
- Automatic customer invoice dispatch via email immediately upon final approval.
- Real-time SAP record update reflecting invoice issued status and customer notification.
- Full audit trail from invoice creation through approval, dispatch, and SAP confirmation.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly and completed the implementation smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
FAQs
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