Invoice issuing and numbering

faktoora issues invoices with sequential numbering, which is the record a finance team relies on when reconciling what has gone out to a client. A Beam agent can trigger a new invoice once a sale or delivery is confirmed elsewhere, reading the client and line item details already on file and writing the invoice into faktoora rather than asking someone to key it in by hand. Invoices with missing client details, unusual amounts, or terms that fall outside what finance has approved are left in draft for a person to check before they go out.

Unpaid invoice status views

faktoora tracks whether each invoice it issues has been paid, which gives a finance team the record it needs to know who still owes money. A Beam agent reads that status on a schedule and applies the follow up rule finance has approved, such as sending a reminder once an invoice passes its due date by a set number of days. It notes the reminder against the record so the same invoice is not chased twice in one week. Invoices disputed by a client, or unpaid well past the agreed terms, are handed to a person rather than reminded again.

Secure invoice record storage

faktoora stores every invoice it issues securely, which matters for a finance team that needs a dependable record without running its own IT setup to keep it safe. A Beam agent reading from faktoora relies on that stored history to answer questions about what a client was billed and when, pulling the relevant invoice into a summary rather than asking finance to search for it manually. Any request to alter or remove a stored invoice, since that touches a financial record other systems may depend on, is left for a person to carry out directly.