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REVENUE & BILLING · RV-02

Invoice Delivery

CODE AGENTFAST (HAIKU)TESTED & ACTIVE

Renders each AR invoice as a PDF and delivers it to the customer by email.

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WHAT IT DOES
Loads invoice, customer, and entity data plus delivery preferences from the linked contract.
Renders the invoice template to HTML, converts to PDF, and stores it.
Emails the customer with the PDF attached and records delivery status.
Skips cleanly when delivery is disabled or the customer has no email; supports one-click resend.
TRIGGER EVENTS

The agent does not run on its own. It wakes only when one of these events lands in the governed event queue.

ar_invoice_createdmanual.triggerinvoice.resend_requested
CONTROL

Every action runs through validated workflows, permission checks, and the audit trail. The agent proposes; sensitive writes wait for human approval.

RELATED AGENTS · REVENUE & BILLING
Billing Run
Runs scheduled billing cycles for recurring contracts, generating AR invoices with per-contract isolation.
Payment Collection
Collects payment for AR invoices through the customer's configured method and posts the AR payment.
Amortization Recognizer
Posts amortization journal entries for revenue and prepaid-expense schedules on a recurring cadence.

See Invoice Delivery run on your books.

Every Artifi agent operates the same way: it listens for an event, works through governed tools, and writes only what a human approves — all inside Claude.

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