Playbook · Beginner · 2h
Invoicing and collections process: playbook
Get invoices out the day work is done and paid within terms, with reminders that escalate on a schedule.
- operations
- playbook
Inside this playbook
- Average days to payment under terms plus seven.
- Step 1: Fix the terms and the template
- Step 2: Invoice on completion
- Step 3: Automate the reminders
- Step 4: Review receivables weekly
- Step 5: Record the pattern
- Steps
- 5
- Deliverables
- 3
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