Order to cash process diagram
This is a worked example. Wavelength built the diagram below from the description on this page. Nobody drew it by hand.
What was said
Sales creates a quote in Salesforce CPQ. The customer signs the order form in DocuSign. The signed order goes to NetSuite, where billing creates the invoice. The customer pays the invoice. If the payment is more than 30 days late, the collections team sends reminders. When the payment arrives, accounts receivable applies the cash in NetSuite.
The diagram
What is in this flow
- Systems: Salesforce CPQ, DocuSign and NetSuite.
- People and teams: Sales, Collections Team, Accounts Receivable and Customer.
- Decisions: Payment >30 Days Late?.
- Size: 8 steps and 7 connections.
Mermaid code
Copy this into any Markdown file, GitHub README, or Mermaid Live to render the same flow.
flowchart TD
n1("Sales")
n2{{"Salesforce CPQ"}}
n3{{"DocuSign"}}
n4{{"NetSuite"}}
n5("Collections Team")
n6("Accounts Receivable")
n7{"Payment >30 Days Late?"}
n8("Customer")
n1 -->|creates quote| n2
n2 -->|sends order form| n3
n3 -->|delivers signed order| n4
n8 -->|pays invoice| n4
n4 -->|check payment age| n7
n7 -->|Yes| n5
n4 -->|applies cash| n6Map your own process
Describe your version out loud, or paste the transcript of a call. Wavelength draws the flow as you talk, and you can edit it by voice, by prompt, or by hand.
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