Automated Invoice Follow-Up & Monthly Statements

Included in the Platinum Daily Program

Consistent cash flow depends on more than sending invoices—it requires timely follow-up, clear visibility, and an easy way for customers to pay. Our Automated Invoice Follow-Up and Monthly Statements service ensures your accounts receivable process runs smoothly, professionally, and without added effort from your internal team.

This service is included in our Platinum Daily Program and is fully managed within QuickBooks to maintain accuracy, transparency, and control.

How This Service Works

We manage your accounts receivable follow-up directly through QuickBooks using its built-in automation tools. Monthly customer statements and invoice reminders are sent consistently based on your billing terms, ensuring customers are informed without feeling pressured.

All communication is issued from your company’s QuickBooks account—never through third-party platforms—so your brand voice and professionalism are preserved.

What’s Included

Automated Invoice Follow-Up

Outstanding invoices are followed up automatically and consistently through QuickBooks, reducing delays and eliminating manual chasing.

Monthly Customer Statements

Accurate customer statements are prepared and sent monthly, giving your clients a clear view of open balances and recent activity.

Customer Payment Portal

Your customers have access to the QuickBooks customer portal, where they can:

• View open invoices

• Review payment history

• Make secure online payments at their convenience

This self-service option improves payment turnaround and reduces back-and-forth communication.

Weekly Accounts Receivable Reporting

Each week, we provide clear visibility into your receivables, including:

• Top outstanding customer balances

• Accounts receivable aging metrics

• Past-due trends that may require attention

These reports help you stay informed without having to dig through data.

Key Benefits

External Benefit: Faster, Easier Customer PaymentsCustomers receive clear statements, timely reminders, and an easy way to pay—leading to fewer delays and improved payment behavior.

Internal Benefit: Consistent Cash Flow Without Daily OversightYour team gains confidence knowing invoice follow-ups, statements, and reporting are handled reliably, freeing up time for higher-value work.

Why This Matters

Automated follow-up and structured reporting remove uncertainty from your receivables process. Instead of wondering who owes what—or when to follow up—you have a system that works quietly in the background while keeping you fully informed.

With Automated Invoice Follow-Up and Monthly Statements, included in the Platinum Daily Program, your accounts receivable stays organized, visible, and under control—supporting stronger cash flow and better decision-making.