Customer Invoice Automation
Cambridge Commodities Limited required automation for processing Normal and Proforma customer invoices to reduce manual effort and errors. The process involved downloading invoices from the PS Site, extracting critical invoice data from PDF documents, updating a centralized tracker, and posting invoice details into the Sage accounting application. The solution was implemented using Power Automate Desktop (PAD) to ensure accuracy, efficiency, and compliance with financial operations.
Client Overview
The client operates in commodity trading and requires precise financial data handling across multiple customers and currencies.
Technical Stack
Industry
Hi-Tech
Region
USA
Project-size
Non-Disclosable
Company size
Mid-scale company
Implementation Highlights
Automated download of Normal and Proforma invoices from the PS Site
Automatic update of extracted data into an Excel tracker file
Automated login and navigation in the Sage application
Filtering batch customer invoices by company code and currency
Retrieval of customer and vendor details, including bank information
Accurate posting of invoice details into Batch Customer Invoice section
Challenges & Solutions
PDF Format Variations
Solution: Implemented flexible text parsing and keyword-based extraction to handle different invoice layouts.
Data Accuracy & Validation
Solution: Added validation rules for totals, VAT, and invoice numbers before posting to Sage.
UI Synchronization in Sage
Solution: Used controlled delays, UI element verification, and retry logic for stable automation.
Exception Handling
Solution: Designed structured error handling with screenshots, logging, and fallback scenarios.
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Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- 75–85% reduction in invoice processing time
- Improved invoice tracking and audit visibility
- Faster invoice posting and improved finance turnaround time
- Significant decrease in manual data entry errors
- Faster invoice posting and improved finance turnaround time
Key Learnings & Achievement
- PDF data extraction requires strong validation logic
- Power Automate Desktop is effective for legacy application automation
- Exception handling is critical for finance-related processes
- The solution has been thoroughly documented and organized as a structured reference guide, enabling organizations to easily review, understand, and replicate the implementation process with confidence. This establishes the solution as a trusted and dependable model, fostering credibility and motivating potential organizations to collaborate with us.
Customer Invoice Automation
How Iqra Technology automated the customer invoice generation, delivery, and follow-up process for an Australia-based Hi-Tech company — using Microsoft Power Automate to accelerate billing cycles and reduce manual accounts receivable effort.
Client Overview
A provider of advanced robotic process automation and AI-driven workforce solutions, enabling businesses to enhance operational efficiency and streamline complex processes through intelligent automation technologies.
Industry Details
Project Overview
An Australia-based Hi-Tech company needed to automate its outbound customer invoice workflow. Using Microsoft Power Automate and SharePoint Online, the solution automatically generates invoices from sales order data, emails them to customers with personalised messages, logs each invoice in a central SharePoint tracker, and sends automated payment reminders for overdue invoices — end-to-end with no manual effort.
Client Requirements
- Automatically generate customer invoices from sales order or CRM data.
- Send generated invoices to customers via automated, personalised email.
- Log all issued invoices in a central SharePoint tracker with status tracking.
- Send automated payment reminder emails for invoices approaching or past due date.
- Notify the finance team of overdue invoices requiring escalation.
- Support invoice approval by the finance manager before dispatch where required.
- Maintain a full audit trail of all invoice activity for reporting and compliance.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
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 throughout the project. 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, built the solution, and completed the integration 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."
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