Finance & Billing
Late invoices and fuzzy margins leave the owner guessing. Invoice accurately, collect without losing clients and report the cost and margin the owner actually uses.
- Invoice and reconcile agreements, usage and project work.
- Collect late payments without losing the client.
- Report cost per ticket and margin the owner will actually read.
The Problems This Job Actually Has
Invoices that go out late and get paid later
Billing that runs on a date, and the terms that make it stick.
Cost per ticket nobody can compute
The inputs, the formula and the number the owner needs.
Month end that closes in week three
The close checklist, and the steps that can move earlier.
Vendor invoices that do not match contracts
The record of what was agreed, checked against what arrives.
Featured Template
Price Increase Letter
You know your rates are too low. The hard part is the letter. This one says the number, the date and the reason on one page, with the rules for when to send it.
- 2 pages
- Template
- Free with an account
Files and Scripts
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