Once the client says yes, the order and contract stage locks in what was sold: the signed agreement or SOW, the purchase order from the client, payment terms, and any changes to scope along the way.
This is the handoff most teams get wrong. The contract lives in one system, the PO in an inbox, and billing works from memory, so the invoice does not match what the client agreed to pay for.
Re-keying an accepted quote into an invoice is where line items get dropped, prices get mistyped, and tax rates get forgotten. Here's the one-click way to avoid it, plus what to check manually if you're stuck retyping.
Most accountants spend 40% of their time on OTR tasks that should run automatically. This guide covers every step of the order-to-revenue process, where manual work is still happening, and exactly how automation closes each gap.
Most attempts to automate the order-to-revenue workflow fail because teams automate the wrong steps first, or automate one step without fixing what feeds it. Here is what actually breaks, and what a working OTR automation setup looks like.