Professional Service Package
Accounts Receivable — Premium
Prepared by Accounting Agency
Transparent scope and pricing. No hidden line items.
Scope & deliverables
High-Volume Accounts Receivable Support — Up to 250 Invoices Per Month
Our Accounts Receivable — Premium plan provides comprehensive monthly receivables support for businesses managing a larger customer base and higher invoicing volume.
We help keep invoices, customer payments, outstanding balances and overdue accounts organized so your business has a clear and up-to-date view of money owed by customers.
What You Get Each Month:
- Creation and management of up to 250 customer invoices per month
- Support for up to 125 active customers
- Invoice creation in QuickBooks Online or Xero
- Recording and matching of customer payments
- Detailed customer balance tracking
- Invoice due-date monitoring throughout the month
- Review of unpaid, overdue and partially paid invoices
- Customer credit-note recording where information is supplied
- Up to 80 overdue invoice reminder emails per month using approved customer messaging
- Regular review of outstanding customer balances
- Identification of high-value and priority overdue accounts
- Customer statement preparation where required
- Accounts Receivable Aging Report
- Review of unapplied, duplicated or incorrectly allocated customer payments
- Customer balance reconciliation within the included scope
- Review of older outstanding receivables
- Monthly receivables activity summary
- Detailed overdue-balance summary
- List of customer accounts requiring management attention
- Priority processing within the monthly service
- Correction of entries within the included monthly scope
Ideal For:
- Established businesses
- Businesses with larger customer databases
- Agencies with regular client invoicing
- Companies processing a high volume of customer invoices
- Businesses needing regular visibility over outstanding receivables
Supported Software:
QuickBooks Online or Xero.
Important:
This service provides accounts receivable bookkeeping, invoicing and administrative payment follow-up. It does not include legal debt recovery, collection-agency services, litigation, credit reporting or independent negotiation of disputed debts.
What happens next
After checkout, we confirm the engagement details, required access and delivery sequence. You receive a clear handover path with defined responsibilities and next steps.