# Delivery Invoice Prep: Bill Once Slips Are Signed Source: https://maito.app/workflows/release-invoices-once-deliveries-are-signed Maito matches signed delivery slips to orders and prepares the invoices, holding any with shortages for review. A daily summary lands in Slack. Maito matches signed delivery slips to orders and prepares invoices, holding any with shortages for review. [Finance](https://maito.app/workflows/team/finance) · [Wholesale and distribution](https://maito.app/workflows/industry/wholesale-and-distribution) · When something happens · Updated October 19, 2026 Works with - Slack - Email - [QuickBooks](https://maito.app/workflows/tool/quickbooks) - [Xero](https://maito.app/workflows/tool/xero) - Gmail - Microsoft 365 - Superhuman Mail ## How do you invoice after deliveries are signed? To invoice after deliveries are signed, point Maito at your delivery forms and orders. It matches each signed slip to its order, prepares the invoice, and holds any with a shortage or note. It posts a daily summary in Slack of what is ready and what needs a person. ## How it's done today Signed slips sit on drivers' phones and invoices wait days. ## What Maito does 1. Read each delivery slip 2. Match it to the order 3. Flag shortages 4. Prepare invoices for release after review ## Example Loop run: Daily 4:00 PM · Delivery slips **Maito** (4:00 PM): 6 deliveries were completed. 5 signed clean: invoices INV-3301 to INV-3305, $7,412.60 total, ready to release. **Held:** Initech Cafes. The driver wrote "short 2 cases." The order was 24 cases ($1,008.00). At 22 cases it is $924.00. Catch: the Acme Diner slip was signed Friday Oct 16 but entered today. Net 15 counts from delivery, so the invoice is due Oct 31, not Nov 3. From the delivery forms and the orders in the accounting software. Nothing has been sent. **Omar** (4:09 PM): Release the five. Invoice Initech at 22 cases. **Maito** (4:11 PM): INV-3301 to INV-3305 released. Initech Cafes invoiced at 22 cases, $924.00, which makes 6 invoices in all. The Acme Diner invoice is dated Oct 16, due Oct 31. ## How to set it up When something happens Release invoices once deliveries are signed Ask your agent “When a driver submits a delivery form, match it to the order and prepare the invoice. Post a daily summary in #billing at 4 PM.” Connect accounting software - QuickBooks - Xero Connect email - Gmail - Microsoft 365 - Superhuman Mail Use forms - Typeform - Tally No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault. Not connected yet? Your agent sends you a link to sign in. ## What it won't do It can't judge whether a driver's shortage note is right. It holds the invoice and leaves the decision with you. ## Questions ### Which tools does it need? QuickBooks or Xero for invoices, your email, and a form tool such as Typeform or Tally through a skill with a login or API key in the Vault. ### Does it send invoices to customers? No. It prepares them and nothing is released until you approve. ### What happens with a short delivery? The invoice is held and shown with the quantity difference, so you can correct the amount before anyone is billed. ## More finance workflows - [Log and match every invoice Invoices from email get read, logged and matched to purchase orders. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.](https://maito.app/workflows/log-and-match-every-invoice) - [Review expenses against policy Expenses get checked against the policy before a person approves them. Finance · When something happens Works with Ramp.](https://maito.app/workflows/review-expenses-against-policy) - [Prep the month-end close checklist Know which close tasks are done, late or blocked. Finance · On a schedule Works with Linear, Asana.](https://maito.app/workflows/prep-the-month-end-close-checklist) - [Explain a budget variance See why spending is over or under budget, line by line. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.](https://maito.app/workflows/explain-a-budget-variance) - [Chase overdue invoices Customers with overdue invoices get polite, correct reminders. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.](https://maito.app/workflows/chase-overdue-invoices) - [Build a forecast scenario Ask "what if" and get the forecast redone with your assumptions. Finance · When you ask Works with Airtable, Microsoft 365.](https://maito.app/workflows/build-a-forecast-scenario) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Frelease-invoices-once-deliveries-are-signed)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)