Walk a Broken Invoice Handoff
Use root-cause thinking to fix recurring invoice rejections.
The moment Every Tuesday, Elena’s team reissues invoices for the same reason: “wrong PO.” This week it blocked $96,000 from three customers and turned collectors into billing detectives. Invoice quality is collection speed; defects restart the payment clock. 5 Whys root cause analysis Recurring invoice defects are process problems disguised as collection work. A 5 Whys chain prevents the team from stopping at the first symptom. “Wrong PO” may lead to “sales copied an old PO,” then “the CRM field is optional,” then “billing does not validate against the customer portal,” then “no one owns PO data quality before invoicing.”…
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