Invoice creation

An invoice in sevDesk pulls together a customer, line items, tax, and a due date. When a billable event reaches the agent, it reads the source details, applies your rule for rates and tax treatment, and drafts the invoice in sevDesk ready to send or hold. It notifies the owner that the document is prepared. Invoices with amounts above a limit you set, unfamiliar tax situations, or a customer record that looks incomplete route to a bookkeeper, who checks the figures and the client details before the invoice leaves your account.

Payment matching

sevDesk records payments as they arrive against the invoices you have issued. A Beam agent reads incoming transactions, applies your rule for matching them to open invoices by amount and reference, and marks the paid ones settled. It notifies you of anything cleared. Payments that match no invoice, cover only part of a balance, or line up with several invoices at once are set aside for a bookkeeper, who confirms where the money belongs before the books are updated, so nothing is closed against the wrong customer or left silently unmatched.

Overdue account follow-up

Every issued invoice in sevDesk carries a due date the agent can watch. It reads which invoices have passed that date without payment, applies your rule for reminder timing and tone, and sends the follow-up to the customer through the channel you set. Each notice is logged against the account. Balances that are disputed, already in a payment plan, or large enough to need a human touch route to your finance contact, who decides how to approach the customer rather than letting an automated reminder go out at the wrong moment.