Invoice arithmetic and payment evidence for an account balance
Example: A customer gives a deposit-payment statement. The invoice calculation has no matching receipt information.
Use arithmetic for a calculation. Use payment evidence for receipt, and do not treat a mathematical remainder as reconciled debt.
This article is from Righthand. The story and result are illustrative.
Two records with different meanings
Invoice arithmetic calculates an amount from supplied figures.
Payment evidence establishes a reported or verified transaction state.
The customer's situation
A customer gives a deposit-payment statement. The invoice calculation has no matching receipt information.
The owner gives the Righthand the identified source material and relevant contacts. A Righthand is an assistant with email, text, phone, and Slack communication. Introduction.
The request to the Righthand
Calculate the supplied invoice remainder.
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Identify reported payment and verified receipt as different states.
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Send reconciliation to finance staff.
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Send the owner the result in this conversation.
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Get approval before you change an accepted commitment.
The assistant reads the sources for their different meanings. It compares the relevant facts and sends the difference to the owner.
If the request permits contact, the assistant sends the identified question to the supplied recipient. Send the reply to the person responsible for the decision.
An illustrative result
The arithmetic remainder is clear. Deposit receipt remains unverified.
Finance staff examine receipt before the owner gives the customer a balance message.
Set access and authority for the actual task
Supplied source material can be sufficient for the first procedure. For direct account access, a connection with the applicable operation and Righthand access is necessary. Connections.
For an external action, identify the recipient and task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.
Try the difference with one case
- Give the assistant one example of each source.
- Include a difference that affects the task.
- Compare the returned difference with both sources.
- Make sure that the test recipient receives a permitted message.
- Examine the work in Activity.
A satisfactory result must keep the difference and identify the next owner decision. It must not silently replace one source with the other.
When another approach is sufficient
A direct record or a human review can be sufficient when it gives the answer and no further conversation is necessary. A Righthand is an alternative when you want responsibility for the next information request and decision handoff.