Accounts Receivable & Invoicing

What this covers

Late invoicing is one of the most common and most fixable cash-flow problems in small business. Work finishes, the invoice waits a fortnight, and payment terms start from the wrong date.

• Invoicing on your schedule from your templates
• Recurring, milestone and subscription billing
• Payment application and deposit matching
• Customer records and credit terms maintained
• Aged receivables reporting every month
• Deposits and retainers tracked as liabilities until earned

How it works

1. A free consultation. Twenty minutes on how the business runs, what software you are in, and what shape the records are in today.
2. A written scope and a price. Based on your actual transaction volume and account count — not a tier.
3. Access and setup. Read access to the accounts and software involved, and a chart of accounts that matches how you operate.
4. A fixed rhythm. You know what lands, and when.

Common questions about accounts receivable & invoicing