Accounts Receivable Full Service Customer Invoicing: Stay on Top of Your Cash Flow

Platinum includes a fully managed, end-to-end Accounts Receivable (AR) system, designed to ensure your invoices are issued accurately, payments are collected efficiently, and your cash flow remains consistent and predictable.

This service transforms your receivables process from reactive follow-up into a structured, proactive system—so you get paid faster, with less effort.

What This Service Includes

Your AR Full Service covers the complete lifecycle of your receivables process:

• Invoice Creation & Management

  We prepare and issue customer invoices based on your billing structure, ensuring accuracy and consistency.

  
  

• Estimate / Proposal Tracking (if applicable)

  Support for converting approved estimates or proposals into invoices to streamline your billing workflow.

  
  

• Payment Application

  All incoming payments are recorded and matched to the correct invoices, keeping your records clean and up to date.

  
  

• Customer Account Management

  Organized tracking of customer balances, payment history, and outstanding invoices.

  
  

• Collections Support & Follow-Ups

  Monitoring of outstanding invoices and coordination of follow-ups to help reduce overdue balances.

  
  

• AR Aging Monitoring

  Ongoing review of your Accounts Receivable Aging reports to identify risks, delays, and trends in collections.

Platinum includes our full-service Accounts Receivable workflow, designed to help you bill accurately, stay on top of outstanding invoices, and improve cash flow consistency without your team having to manually manage every step.

This is not just invoice entry. It is an ongoing AR management process that supports invoice creation, estimate entry, tracking unpaid invoices, monthly customer statements, reminder workflows, and collection support coordination—all built into your Platinum program.

What this includes:

Customer invoice entry into your accounting system

We enter up to 40 customer invoices per month, with up to 10 line items per invoice included. Invoices are entered on your established invoicing cadence, whether that is weekly or another agreed schedule.

Invoices are based on client-approved pricing, scope, and customer-specific preferences. They will only be sent with customer approval, so the billing process remains accurate and aligned with how you want your clients billed.

Estimate / proposal entry

This service also includes entry of up to 20 standard estimates or proposals per month, with up to 10 line items each. We can help you enter Time & Materials estimates and create invoices from those estimates later, which helps you track what has already been billed and what still remains to invoice.

A standard estimate is based on:

• predefined pricing, or

• client-approved scope documentation

This service does not include:

• pricing strategy development

• contract drafting

• writing scope from scratch

• negotiation handling

Important scope notes:

• Complex milestone billing structures may require additional scope

• Construction retainage billing is a separate add-on

• Multi-phase proposals may count as multiple entries

• Revisions beyond normal formatting adjustments may count toward capacity or require add-on fees

• Complex progress billing, retainage tracking, or milestone-based invoicing may require expanded capacity through an add-on or change order

Job costing support included within Platinum

Job costing is included in Platinum to support this full-service AR workflow. Outside of Platinum, job costing would generally need to be added separately. This is important because it helps ensure invoices, estimates, and project-related billing activity stay aligned with the actual work and profitability of the job.

Tracking and reconciliation of Accounts Receivable

We track and reconcile your receivables to help identify:

• unpaid invoices

• partially paid invoices

• open customer balances

• discrepancies that need review

This gives you better visibility into what is outstanding and helps prevent invoices from being overlooked.

Invoice questions, updates, and discrepancy support

We assist with sending updates or system-generated messages related to invoice questions or discrepancies when needed as part of the receivables workflow.

Invoice reminders from the accounting system

We send reminders to customers regarding open invoices from the accounting system. This helps create a more systematic collections process rather than relying on memory or manual follow-up.

If you want reminders sent from your company domain instead of the accounting system, that is available as an add-on enhancement. We may recommend tools such as ChaserHQ for clients who want a more advanced collections communication workflow.

Monthly customer statements for open balances

We provide monthly statements to customers who have an open balance, showing all open and unpaid invoices.

This is handled as a once-per-month statement run.

One statement is sent monthly, typically on the 5th or 10th of the month, after we have posted all customer payments received so the statements are as accurate as possible.

At the start, you will approve the generic wording used with these statements. After that, they can be sent automatically each month.

If you require a separate approval process before statements are sent each month, that would need to be added as an extra service, since selective approvals increase the administrative time and effort required.

Collection support collaboration with your team

We collaborate with your team to confirm which invoices are paid or unpaid and assist with collection support where possible.

That said, direct phone calls and direct one-to-one email communication with your customers are left to your team by default.

Communications sent through this service are generated through invoicing, reminder, and statement tools so the process stays systematic and does not depend on one person’s individual follow-up style or availability.

If you want enhanced direct customer communication support, that can be discussed as an add-on service. Direct email or phone outreach to your customers is not included as a standard feature of Platinum.

Benefits:

External:

Active accounts receivable management helps ensure invoices are entered, tracked, followed up on, and collected more efficiently.

Internal:

You gain more predictable cash flow and relief from the ongoing burden of chasing customer payments manually.

The Bottom Line:

With ABBL’s full-service AR management, your invoicing process becomes more structured, more consistent, and easier to manage. Invoices are entered on time, estimates are tracked, statements and reminders go out systematically, unpaid balances are monitored, and your business gains better cash flow visibility without your team having to carry the full administrative burden.