Invoicing & Receivables
Send invoices on time. Get paid sooner.We create and send your invoices the day work is done, then follow up politely and persistently until the money lands. Your cash flow stops depending on how busy you were last week.
What we handle
Invoice creation
Invoices built from your jobs, timesheets, contracts or purchase orders, with the right terms and supporting documents attached.
Sending & delivery
Invoices sent to the right billing contact, through the portal or email each customer requires.
Payment reminders
A friendly, escalating reminder sequence before and after the due date, in your voice.
Collections follow-up
Email follow-up on overdue accounts, with clear notes on promises to pay and disputes.
Payment posting
Payments matched to invoices in your accounting system so the books stay accurate.
Aging reports
A weekly receivables aging summary showing who owes what and what needs your attention.
How we work
A clear, repeatable process, so you always know what happens next and why.
- 01
Discovery call
A free 30-minute call to understand how the work runs today, who touches it and where it gets stuck.
- 02
Process map
We write the workflow down step by step, with owners, tools, approvals and exceptions. This becomes your SOP.
- 03
Two-week pilot
We run a small slice of the real work with you watching, so you see quality before committing.
- 04
Run
We take over the day-to-day inside your own tools, with a named point of contact and agreed turnaround times.
- 05
Report & improve
A short weekly summary of what was done, what is pending and what we would change.
A typical scenario
Figures are illustrative, based on typical scenarios. Your numbers will differ.
An HVAC company with five technicians finishes 40 jobs a week. The owner used to batch invoices on Sunday night, so most invoices went out five to nine days after the job.
With PlusEwork, completed jobs are invoiced within one business day, a reminder goes out three days before due and three days after, and anything over 30 days is flagged to the owner with context. The owner stops doing Sunday invoicing and sees a one-page aging report every Monday.
This is an illustrative scenario. Your timelines and results will depend on your customers and terms.
What we don't do.
Clear boundaries make a good working relationship. These are the lines we hold, so you always know what you are getting.
Take legal collection action
We send reminders and escalate to you. Lawsuits, liens and agencies are your decision and your attorney’s job.
Hold your money
Customers pay into your bank or payment processor. We never touch funds.
Invent a tone
Every reminder follows wording you approve first.
Questions, answered.
Which invoicing tools do you work in?
Will you contact my customers directly?
Can you start with just overdue invoices?
Let’s take invoicing & receivables off your plate.
Book a free discovery call. We will look at how you do this today and tell you honestly whether and how we can help.