Admin service
Invoice administration and payment follow-up
We prepare and send approved invoices, monitor due dates and send agreed payment reminders — described as invoice administration, not accounting.
Who this suits
For tradies whose invoices drift past due
Issuing an invoice is easy; chasing it is the part that gets missed. We prepare and send invoices you've approved, keep an eye on due dates, and send the reminders you've agreed — so cash flow doesn't quietly tighten.
What's included
- Preparation of invoices from your approved details.
- Sending approved invoices to customers.
- Monitoring due dates and sending agreed reminders.
- Reporting on overdue invoices each week.
What you supply
To work effectively within your systems, we'll need agreed access and information.
- Approved invoice details (amount, customer, line items)
- Your invoice template or system access
- Agreed reminder wording and timing
Illustrative example
A builder completes a renovation stage and approves an invoice. We issue it, note the 14-day due date, and send a polite reminder on day 16 — flagging the invoice to you if it's still unpaid at day 21.
What's included
- Prepare and send approved invoices
- Monitor due dates
- Send agreed payment reminders
- Report overdue invoices weekly
Boundaries & exclusions
- BAS, tax, accounting or regulated advisory services
- Handling disputed invoices (your decision)
- Chasing payments by phone unless agreed
- Setting payment terms without your approval
This is invoice administration — preparing and sending approved invoices and reminders. We do not provide BAS, tax, accounting or regulated advisory services. You retain control of disputed invoices and payment terms.
FAQs
Questions about invoicing
Can you do my BAS?+
What happens with a disputed invoice?+
Do you chase payments by phone?+
Keep invoices from drifting past due
Book a discovery call to set up invoice administration and reminders.