PERSONAL OFFICE SUPPORT
Invoicing support
Get the invoice sent once the work is done. We prepare and send invoices using the job details, prices and payment terms you approve, with missing information flagged before anything goes out.
How we can help
- Prepare invoices from the job details and prices you approve.
- Check that the customer details, references and supporting documents are included.
- Send invoices through the agreed system or email address.
- Keep a record of what has been sent and what needs attention.
ILLUSTRATIVE EXAMPLE
From a finished job to an invoice
A trades business supplies completed job sheets, customer details, approved prices and payment terms. We check for missing references, prepare the invoices in the agreed system and follow the approval process before sending. A record shows what has been sent and what still needs a decision. This is an illustrative workflow, not a client result or a fixed number of invoices per package.
Use the systems you already have
Where practical, we work in your existing invoicing system. We agree the access needed, who approves each invoice and how completed work will be passed over. You keep ownership of your accounts and records. Your accountant remains responsible for advice on tax and the appropriate VAT treatment.
Choose a manageable starting point
You might want help with a small backlog or a regular batch of invoices. Tell us how many you normally issue, how the job information arrives and what tends to delay things. We can then agree a realistic workload within your hours. The time needed depends on the detail involved in each invoice.
A FEW PRACTICAL DETAILS
Questions about
invoicing support
Can invoices use the client’s business details?
Yes, using the business information, access and wording you authorise. We agree the process and approvals before sending anything.
Do you also follow up unpaid invoices?
Routine payment reminders can be included in your agreed hours. The payment chasing service explains how follow-up and queries are handled.
START WITH YOUR LIST
What would you like
taken care of?
Tell us about the tasks you need help with. We will discuss the work and cost before you decide. When you join, you have a dedicated account manager as your personal contact.
Call or email us
Monday to Friday, 8am–6pm. Saturday, 9am–5pm. UK time.
01384 492424Contact usNo payment or commitment when you enquire.