Accounts receivable services
Invoices sent on time, payments matched to the right customer and friendly follow-up on overdue balances, so you get paid sooner.
What is included
Late invoices mean late cash. We send your invoices on schedule, apply payments as they arrive and follow up politely, in your name, on anything overdue.
- Create and send invoices from your accounting software
- Set up recurring invoices and payment reminders
- Apply customer payments and deposits to the right invoices
- Polite follow-up emails on overdue balances, in your name
- Customer records and credit memos kept up to date
- Weekly or monthly accounts receivable aging review
Who it is for
- Service businesses billing many clients each month
- Owners who invoice late because they are busy doing the work
- Companies with overdue balances piling up
- Teams that want a steady, polite collections routine
What you get
- Invoices sent on schedule
- Payments matched to the right customer
- An accounts receivable aging report
- A short list of balances that need your personal call
How often
Weekly or on your billing cycle for invoicing, with follow-ups on a set schedule and aging reports each month.
Your software
We work inside the tools you already use, including QuickBooks Online, QuickBooks Desktop, Sage Intacct and Bill.com. Our team can also be trained on yours.
Tools we useQuestions about accounts receivable
Only if you want us to. We can send reminder emails in your name using wording you approve, or simply prepare the list for you to follow up yourself.
No. We send friendly reminders as part of your normal billing. We do not take legal action or report to credit bureaus.
Yes, using the payment options in QuickBooks, Bill.com or the tool you already use.
Related services
Often combined with accounts receivable.
Accounts payable
Bills entered, approved and paid on time, with vendor records and payment tracking kept tidy.
Learn moreFinancial reporting
Profit and loss, balance sheet and cash flow every month, with a plain English summary of what changed.
Learn moreBookkeeping
Every transaction categorized and your books kept current each month, so you always know where you stand.
Learn moreReady to get paid sooner?
Book a free 30 minute consultation, or tell us about your books for a custom quote. We reply within one US business day.