Automated Invoicing & Payment Tracking for ERTC with Invoicera

About the Company

ERTC helps companies obtain tax credits designed to retain employees.

With the increase in client numbers, collecting invoices, paying clients, and charging interest took too much time, and errors were possible. They required a platform that would automate their billing process and enhance accuracy.

Project Type

Custom Invoicing and Payment Automation for Tax Services

Invoicera built a tailored invoicing solution for ERTC to streamline client onboarding, invoicing, and payment tracking with API and webhook support.

Key Challenges

As ERTC expanded its client base and operational scope, they encountered several hurdles:

• Manual client setup and invoice creation
• Delayed payment tracking and credit updates
• No interest calculation on overdue invoices
• One-size-fits-all invoice templates
• No alerts or log history for key actions

Our Approach

To address ERTC’s challenges, Invoicera delivered a tailored invoicing solution with deep API integration and financial automation capabilities. Our team:

• Automated invoice creation and updates via API
• Simplified client onboarding
• Tracked payments and credit entries in real-time
• Calculated interest on late payments
• Customized invoice templates
• Enabled webhook alerts and detailed activity logs

Results Achieved

With Invoicera, ERTC transformed their invoicing operations and gained key efficiencies:

• 95% of invoicing now automated
• 80% less manual follow-up on payments
• 64% Accurate late payment interest
• Easy access to invoice and activity history
• Consistent and branded invoices for each client

Client Testimonial