Faster Invoices, Faster Payments — Month After Month
Invoice & Collect: A Process That Actually Collects
Stop waiting and start collecting. We run a clear, repeatable Accounts Receivable (A/R) process with transparent milestones, contractor-specific workflows, and metrics you’ll see every month in your Owner’s One-Pager. Get invoices out on time, track what’s owed, and follow a clear, respectful cadence that gets you paid without nagging your customers.
Invoice & Collect Core keeps billing simple and consistent so cash comes in steadily and your team isn’t chasing status updates. We set up clean workflows, monitor balances, and surface what needs attention before it becomes a problem. You stay focused on the work while we keep the money moving.
For owners who need faster collections and job-ready workflows, Invoice & Collect Plus adds hands-on follow-up and contractor-specific controls. We handle progress billing, retainage, and change-order realities while actively managing late accounts. You get a live picture of who owes what, what’s been promised, and what happens next. The result is shorter time to cash and fewer uncomfortable conversations.
Invoice & Collect Core: What’s Included In Our Core Bookkeeping Service
Create and send invoices (same day whenever possible)
Attach estimates/POs and job details to invoices
Send a monthly customer statement for any balance due
Record payments, apply deposits, and clean up unapplied cash each week
Include an A/R snapshot in your monthly reports (who owes what, and for how long)
Standard reminder cadence
Day 0: invoice with payment link
Day 7: friendly reminder
Day 21: statement reminder
Day 30: personal outreach
This base level is great if most customers pay on time and you just need light follow-up.
Invoice & Collect Plus: Enhanced Collections For Improved Cash Flow
For accounts that need firmer follow-up or have project-based billing, add Invoice & Collect Plus.
Stronger follow-up
Day 14: second notice
Day 30: phone call
Day 45: escalation
Day 60: collections per your policy
Built for contractors
Progress billing set up from your schedule of values
Retainage (amount held until completion) tracked separately so it doesn’t get lost
Lien waivers coordinated with billing and payment
Payments held if COI (insurance certificate) is missing or expired
Clear visibility
Live A/R list by customer and aging bucket
Last contact made and the next action on every past-due invoice
Short monthly review: what moved, what’s stuck, and what we’re doing next
Select Invoice & Collect Core if you have steady payers and consistent cash flow: $500 – $1,000 per month
Get invoices out on time and follow a respectful, repeatable cadence that gets you paid. We set up clean workflows, monitor balances, and surface issues before they escalate, so cash arrives steadily without constant follow-up from your team.
Up to 60 invoices per month and standard reminder schedule (Day 7/21/30).
Choose Invoice & Collect Plus when you need tighter follow-up: $1,000 – $2,200 per month.
For more than 60 invoices per month
For faster collections and job-ready workflows, Plus adds hands-on outreach and contractor-specific controls. Progress billing, retainage, and change orders are handled cleanly, with a live view of who owes what and what happens next.
Invoice & Collect Plus adds personal outreach and escalation at Day 30/45.
