This starts with sending clients and customers professional business invoices that clearly outline the amount due, dates of service or purchase, and the date payment is due.
It’s also important to stay on top of reaching out about any past due invoices so that your business isn’t negatively impacted by missing revenue.
our virtual assistants can support you with creating business invoices, sending them, following up on any that are past due, and keeping everything organized and documented so it’s clear what has been paid and what hasn’t.
Chances are, you have a lot of priorities competing for your attention, and while sending invoices for businesses is very important, it’s also easily delegated to a virtual assistant.
Why not spend your valuable time doing the things that drive sales and increase your revenue, and let your virtual assistant take care of the invoice management for you?
Invoice creation for your business
Whether you have a purchase order or invoice template you already use for your business, or you’d like your virtual assistant to use a generic one, simply share the information of who, how much, and when it’s due, and your virtual assistant will fill out the invoice and email it to your customer or client.
Follow Up on Past Due Business Invoices
Your virtual assistant can keep track of outstanding business invoices as well as follow up on any that are past due in a positive professional manner.
Note: Any collections services for seriously delinquent accounts would be outside our scope of service.
Tracking and Organization
You may already have a system that you use for keeping track of client accounts and payments, and if so, your virtual assistant will integrate into it to keep things clear and up to date.
If you don’t have a system in place, your virtual assistant can suggest different methods from spreadsheets to various programs and help you find one that best fits your needs.
And because you’ll work with the same dedicated virtual assistant each month, they can continue to manage your invoices so it’s a task that stays off your plate and out of your mind.