Invoicing & Collections · Pricing

Invoice Preparation & Delivery

Starting at$300a month

What the price covers

25 standard invoices from approved instructions; up to weekly billing

What we do

  • Collect approved billing instructions; organize the weekly billing queue
  • Prepare invoices; verify quantities, rates and terms, then deliver through the agreed channel
  • Review billing exceptions and invoice control totals

What you get

Issued invoices and a documented delivery/status register.

Not included

Setting prices or terms, and collections (Receivables Follow-Up & Collections Support).

Included in

Complete Books, Complete Back Office

Every Step. All 13.

  1. 01Collect approved billing instructionsUp to weekly billing · Operations
  2. 02Check that work, quantities and rates have been approvedUp to weekly billing · Operations
  3. 03Identify the customer, billing contact and delivery methodUp to weekly billing · Operations
  4. 04Check customer name, billing address and purchase-order reference25 invoices/mo · Operations
  5. 05Enter approved products, services, quantities and rates25 invoices/mo · Operations
  6. 06Check invoice date, terms and due date25 invoices/mo · Operations
  7. 07Attach agreed supporting documents25 invoices/mo · Operations
  8. 08Check the invoice total and avoid duplicate billing25 invoices/mo · Operations
  9. 09Deliver the approved invoice through the agreed channel25 invoices/mo · Operations
  10. 10Record the invoice number and delivery result25 invoices/mo · Operations
  11. 11Review unusual charges, credits or missing instructionsMonthly review · Senior accountant
  12. 12Compare issued invoices with the approved billing queueMonthly review · Senior accountant
  13. 13Assign follow-up for undelivered or rejected invoicesMonthly review · Senior accountant

More In Invoicing & Collections

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