Invoice Submission

We handle the complete invoice delivery process, ensuring your invoices reach the right contacts at the right time. Our team manages the entire workflow from invoice generation to confirmation of receipt.

Timely invoice submission is critical for maintaining healthy cash flow. We ensure your invoices are submitted according to your clients' preferred methods and schedules, maximizing the chances of on-time payment.

  • Professional invoice delivery to designated contacts
  • Multiple format support (PDF, email, portal uploads)
  • Confirmation tracking and documentation
  • Adherence to client-specific submission requirements

Client Follow-Up

Our systematic follow-up process ensures no payment falls through the cracks. We use a carefully calibrated approach that maintains positive client relationships while effectively collecting outstanding payments.

Professional communication is key to successful collections. Our team uses diplomatic yet firm messaging that encourages timely payment without damaging your valuable business relationships.

  • Scheduled reminder calls and emails
  • Professional, relationship-preserving communication
  • Escalation management for overdue accounts
  • Detailed follow-up logs and reporting

Account Reconciliation

We perform thorough account reconciliation to ensure your books match your clients' records. This process identifies discrepancies early, preventing disputes and ensuring accurate financial reporting.

Regular reconciliation is essential for maintaining clean books and financial clarity. Our team matches statements, identifies variances, and works to resolve any differences promptly.

  • Monthly/periodic statement matching
  • Discrepancy identification and resolution
  • Detailed variance reports
  • Client communication for dispute resolution

Payment Adjustment

Managing credit notes, debit adjustments, and payment allocations can be time-consuming. Our team handles all payment adjustments with precision, ensuring your accounts reflect accurate balances.

Accurate payment allocation is crucial for maintaining proper aging reports and customer account balances. We ensure every payment is applied correctly to the appropriate invoices.

  • Credit note processing and documentation
  • Debit adjustment handling
  • Accurate payment allocation
  • Balance verification and correction

Invoice Preparation

We create professional invoices that reflect your brand and meet all billing requirements. Our team ensures accuracy in every invoice, reducing disputes and accelerating payment cycles.

Well-prepared invoices are the foundation of successful collections. We ensure all necessary details are included, formatted correctly, and comply with your clients' requirements.

  • Professional invoice creation and formatting
  • Accurate billing based on contracts/POs
  • Multi-format generation (PDF, Excel, etc.)
  • Compliance with client billing requirements

Custom AR Solutions

Every business has unique AR needs. We offer customized solutions tailored to your specific requirements, whether it's specialized reporting, industry-specific processes, or integration with your existing systems.

Our flexible approach means we can adapt to your workflows rather than forcing you to change how you operate. We work as an extension of your team.

  • Tailored AR processes for your business
  • Custom reporting and analytics
  • AR aging analysis and insights
  • Integration with your existing tools

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