Keep invoices and collections in view.
“Their care and communication before, during and after the job was top notch.”
Agree the records, workflow and review points around your existing accounting platform.
Keep invoices aligned with the billing information and commercial terms your team has approved.
Match payments with customer balances and bring unallocated or inconsistent items into view.
Give the agreed collection workflow an up-to-date view of overdue invoices and customer queries.
Prepare invoices from approved billing details.
Allocate receipts using available payment references.
Use the agreed communication and escalation process.
Bring aging, queries and proposed adjustments to the owner.
Your team retains decisions on credit terms, disputes, credit notes and write-offs. Confirm any adjustment processing and customer-contact responsibilities in the engagement.
| Work area | Support work | Your authorized owner |
|---|---|---|
| Billing instructions | Prepare invoices using the agreed information. | Your commercial or finance owner approves prices, terms and billing instructions. |
| Receipt allocation | Match receipts and identify unallocated differences. | The responsible reviewer resolves unclear allocations and approves corrections. |
| Customer follow-up | Maintain records and support the agreed communication process. | Your team approves messaging, escalation and customer relationship decisions. |
| Credits, disputes and write-offs | Record queries and organize supporting evidence. | Your designated approver decides disputes, credits and any write-off; additional processing must be separately scoped. |
Keep the original record, the question and the responsible reviewer together.
Keep it visible as an allocation question and request the supporting remittance information.
Record the reason and supporting documents, then route the query to the commercial or finance owner.
Bring the evidence to the authorized reviewer; do not treat a follow-up task as approval to change the balance.
Start with the platform, records and approval arrangements already in use.
Stay on top of customer invoicing, receipts and outstanding balances. Agree on billing rules and follow-up responsibilities so receivables work stays aligned with your customer relationships.
Invoices prepared using your approved billing information and terms.
Payments matched to customer balances, with differences identified.
Aging reports and follow-up records maintained for the collection workflow.
For businesses that need consistent invoicing and follow-up across a growing customer base.
Customer and commercial decisions remain with your designated owner. Agree how queries are recorded, escalated and resolved.
Discuss approved messaging, timing, escalation and communication channels when scoping support. The workflow should reflect your customer relationships.
Record the payment and available references, identify the missing information and route the allocation question to the agreed reviewer.
These require explicit scope and approval. Your authorized reviewer decides the adjustment; routine receipt allocation does not authorize a credit or write-off.
Describe invoice volumes, entities, software, payment sources, current aging and the billing or follow-up tasks you need covered.
Tell us what needs doing, where your business operates and the software you use.