Sales, Accounts Receivable & Customers

Keep your income organized and cash flow on track. We help manage your invoicing, customer records, and incoming payments — ensuring nothing slips through the cracks.

Whether you’re billing for services, collecting donations, or tracking grants, we make sure your accounts receivable are accurate and up to date.

Included Services:

• Create and send customer invoices
  Timely, accurate invoicing that reflects your services or funding agreements.

• Set up and maintain customer/donor records
  Ensure clean, consistent records for tracking revenue and communications.

• Track outstanding receivables
  Monitor unpaid invoices and follow up to improve collections.

• Record and apply payments
  Apply payments accurately to the right customer and invoice.

• Reconcile customer accounts
  Regularly review for errors, overpayments, or unrecorded income.

• Generate accounts receivable reports
  Stay informed with aging reports and cash flow projections.

• Coordinate follow-ups for overdue payments
  Support with gentle reminders and statements as needed.