[doctor_eval]

What you’re describing is accounts receivable. As you say, it’s a separate function relative to invoice generation and payment.

It’s not an overly complex problem to solve in the general sense but it is very easy to underestimate the complexity, and this often leads to half baked systems.

I’ve got a ton of experience in this area, reach out via my profile if you would like to connect.

[unfocused]

Thanks! I actually ended up finding out that a partner government already had a solution and they even exchange info with the same people we do. They will be giving us a lot of their work for free. A good use of tax payer money!

[doctor_eval]

Excellent, good job.