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Automate it! - Recipes to upskill your business by Chetan Giridhar

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Automating invoicing based on user time zone

Jacob is a Finance Manager at Anzee Corporation in North America and is responsible for customer invoicing. Anzee Corporation provides a Software as a Service (SaaS) platform to its customers and charges customers based on the platform usage. Anzee's customers have raised complaints regarding incorrect monthly invoices. In their words, "Invoices for the previous month are available on the 1st day of the next month, which is fine, but a part of our usage is not accounted for. This messes up our accounting."

Currently, Jacob generates invoices in a manual way by getting the data for customer's payments and platform usage from the platform's database records. With an increasing number of customers each ...

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