Accounts Receivable — Pro

Complete Monthly Accounts Receivable Management — Up to 125 Invoices Per Month

Our Accounts Receivable — Pro plan helps growing businesses manage a larger volume of customer invoices, incoming payments and overdue accounts.

We keep your receivables organized throughout the month so you have a clear view of what has been invoiced, what has been paid and which customers require follow-up.

What You Get Each Month:

• Creation and management of up to 125 customer invoices per month
• Support for up to 60 active customers
• Invoice creation in QuickBooks Online or Xero
• Recording and matching of customer payments
• Customer account balance tracking
• Invoice due-date monitoring
• Review of unpaid and overdue invoices
• Customer credit-note recording where information is supplied
• Up to 40 overdue invoice reminder emails per month using approved customer messaging
• Weekly Accounts Receivable review
• Identification of overdue and high-priority customer balances
• Customer statement preparation where required
• Accounts Receivable Aging Report
• Review of unapplied or incorrectly allocated customer payments
• Basic reconciliation of customer balances
• Monthly receivables activity summary
• Summary of overdue balances requiring business-owner attention
• Correction of entries within the included monthly scope

Ideal For:

• Growing small and medium-sized businesses
• Agencies and professional service companies
• Businesses issuing invoices regularly
• Companies managing multiple customer accounts
• Businesses wanting better visibility over outstanding payments

Supported Software:

QuickBooks Online or Xero.

Important:

This service provides bookkeeping, invoicing and payment follow-up support. It does not include formal debt collection, legal notices, litigation, credit reporting or representation in collection disputes.