Automated Bulk Invoicing for RFPSchoolwatch with Invoicera

About the Company

RFPSchoolwatch is a service platform that shares important school-related RFP alerts and insights with clients on a subscription basis. As their number of clients grew, it became hard to create invoices one by one for each client every billing cycle.

They needed a smarter way to send invoices to groups of clients at once, without losing control over tracking and updates.

Project Type

Bulk Invoicing Automation Using Tag-Based Client Grouping

This project focused on building a customized bulk invoicing feature for RFPSchoolwatch using a tagging system to streamline invoice creation across client groups.

Key Challenges

As RFPSchoolwatch expanded, they encountered billing inefficiencies:

• Repetitive task of manually generating invoices for clients with the same subscription plan
• High risk of human error and missed billing cycles
• Time-consuming individual invoice creation process
• Lack of system to categorize and bill client groups in one go
• Difficulty in tracking and updating grouped billing details

Our Approach

To address these issues, Invoicera implemented a custom tagging system that simplified and automated the bulk invoicing process. Our solution included:

• A tag-based client grouping system for easy identification
• Bulk invoice generation based on selected tags
• Auto-generation of invoices for all clients assigned to a specific tag
• Easy tag assignment and management within the dashboard
• Real-time updates and tracking for tagged client invoices

Results Achieved

The new system delivered measurable improvements for RFPSchoolwatch:

• 69% reduction in manual invoice creation time (reduce manual invoice)
• 80% faster billing cycle completion
• 100% invoice accuracy for grouped clients
• Significant time savings for the finance team

Streamlined reporting on tag-based billing performance.

Client Testimonial