Service Overview
Accounts Receivable — Basic
Structured scope Clear deliverables

Professional Service Package

Accounts Receivable — Basic

Prepared by Accounting Agency

Engagement value
$149.00

Transparent scope and pricing. No hidden line items.

Availability Available to engage
Reference accounts-receivable-basic
Stay on Top of Customer Invoices and Outstanding Payments — Up to 50 Invoices Per Month Keep your customer invoices organized and know exactly which payments are outstanding with our Accounts Receivable — Basic plan....

Secure checkout · Confirmation issued immediately

Defined engagement Clear scope, deliverables and responsibilities from the outset.
Structured delivery A documented sequence with clear milestones and handover points.
Secure handling Sensitive business information is treated with professional care.

Scope & deliverables

Stay on Top of Customer Invoices and Outstanding Payments — Up to 50 Invoices Per Month

Keep your customer invoices organized and know exactly which payments are outstanding with our Accounts Receivable — Basic plan.

This monthly service is ideal for small businesses that need reliable help creating invoices, recording customer payments and tracking overdue balances.

What You Get Each Month:

  • Creation and management of up to 50 customer invoices per month
  • Support for up to 25 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
  • Basic payment reminder tracking
  • Up to 15 overdue invoice reminder emails per month using approved customer messaging
  • Weekly review of outstanding receivables
  • Monthly Accounts Receivable Aging Report
  • Summary of unpaid and overdue customer invoices
  • Review and correction of entries within the included monthly scope

Ideal For:

  • Small businesses
  • Freelancers and consultants
  • Agencies
  • Service businesses
  • Businesses with a manageable number of monthly customer invoices

Supported Software:

QuickBooks Online or Xero.

Important:

This service includes bookkeeping and administrative accounts receivable support. It does not include debt collection, legal recovery services, credit reporting or legal action against customers.

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.