Invoicing & Receivables
We handle customer invoicing and payment tracking. You finish the work and we make sure you get paid for it.
What This Is
You finished the work. You sent the invoice. Now you wait. Some customers pay quickly. Others need a reminder. A few seem to forget entirely unless someone chases them down. Managing who owes you money and actually collecting it takes more time than most business owners want to spend.
This service handles the full accounts receivable cycle. We create and send invoices when work is completed. We track what’s outstanding and what’s overdue. We follow up with customers who haven’t paid. You focus on delivering services and we make sure you get paid for them.
The Invoicing
The Invoicing
Getting invoices out promptly and professionally. We create invoices based on your completed work, send them to customers, and maintain records of everything that’s been billed. Consistent format, clear payment terms, sent on time every time.
The Follow-Up
The Follow-Up
Tracking payments and following up on what’s overdue. We monitor aging receivables and reach out to customers who haven’t paid. Polite reminders that help keep payments on track without damaging your customer relationships.
Why This Matters
When a customer owes you $5,000 for 60 days, you’re essentially giving them an interest-free loan. Meanwhile, you’re covering payroll, rent, and materials with your own cash or credit. The longer receivables sit uncollected, the more you’re financing your customers’ operations instead of your own.
Beyond the cash flow impact, there’s a visibility problem. If you don’t know exactly who owes you what and when it’s due, you can’t make good decisions about spending, hiring, or taking on new projects. You think you’re profitable but the money is stuck in receivables instead of your bank account.
Slow Payments Add Up
Slow Payments Add Up
Net 30 that turns into Net 60 or Net 90 costs real money. If you have $50,000 in receivables aging past due, that’s capital you can’t use. Over a year, slow receivables can mean the difference between growing and just scraping by.
Inconsistent Follow-Up
Inconsistent Follow-Up
Most business owners hate asking for money. So follow-up happens sporadically or not at all. Customers learn they can pay late without consequence. What should be a 30-day cycle stretches to 60 or 90 days because no one is tracking it.
What Changes
Invoices go out within days of completed work instead of whenever you find time. Every invoice has clear terms and payment instructions. Customers receive a professional document that sets the expectation for when payment is due.
When payments don’t arrive on time, follow-up happens automatically. Not aggressive or awkward. Just professional reminders that prompt action. You know exactly what’s outstanding, what’s overdue, and what’s been collected. Cash comes in faster because receivables are actively managed.
Faster Payment Cycles
Faster Payment Cycles
Consistent invoicing and follow-up typically reduces average days to payment by 15 to 30 days. That’s a meaningful improvement in cash flow, especially if you have significant receivables outstanding at any given time.
Complete Visibility
Complete Visibility
An aging report that shows every open invoice, how old it is, and what action has been taken. You can see at a glance who owes you money and when you can expect it. No more wondering what’s out there or who needs a nudge.
San Diego's Small Business Bookkeeper
The Next Step:
A Short Conversation
A quick call to tell us about your business. We'll listen, answer your questions, and give you a clear price quote.
