Issuing Customer Invoices
AR • BILLING • CASH COLLECTIONS We design, issue, and track professional invoices—integrated with your CRM/ERP and payment tools—so billing is accurate, taxes are correct, and you get paid faster with a clean audit trail.
Our Key Services
What We Handle
From invoice creation to collection—with clean GL tie‑outs.
Our Process
Configure
Set templates, numbering, terms, tax rules, items/services, and approval matrix.
Prepare
Build invoices from orders/time logs/milestones; validate taxes, amounts, and attachments.
Approve
Route for review; lock approved invoices and assign delivery schedule.
Send & Collect
Email/portal delivery with ACH/CC links; monitor opens and payments.
Apply & Reconcile
Apply receipts/credits, post to GL, update AR aging, and trigger reminders.