Phoenix - Your AI AssistantReview overdue invoices and credit control in Xero
Delivery in
3 days
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What you get with this Offer
Need a clearer picture of who owes your business money?
I will review your overdue invoices and customer balances in Xero and provide a practical action plan highlighting which accounts require attention and what should be prioritised next.
With over 9 years of bookkeeping and finance experience, I support founder-led businesses with bookkeeping, credit control, customer accounts and day-to-day finance processes.
What's included:
✓ Review of up to 25 outstanding customer invoices
✓ Review of overdue customer balances
✓ Identification of accounts requiring follow-up
✓ Identification of common credit control issues
✓ Written summary report
✓ Prioritised action plan
This service is ideal if you want better visibility over unpaid invoices and a clearer process for following up with customers.
Please note:
• This Offer is a review and action plan only
• Customer contact and payment chasing are not included
• Debt collection services are not included
• Xero access must be provided before work can begin
I will review your overdue invoices and customer balances in Xero and provide a practical action plan highlighting which accounts require attention and what should be prioritised next.
With over 9 years of bookkeeping and finance experience, I support founder-led businesses with bookkeeping, credit control, customer accounts and day-to-day finance processes.
What's included:
✓ Review of up to 25 outstanding customer invoices
✓ Review of overdue customer balances
✓ Identification of accounts requiring follow-up
✓ Identification of common credit control issues
✓ Written summary report
✓ Prioritised action plan
This service is ideal if you want better visibility over unpaid invoices and a clearer process for following up with customers.
Please note:
• This Offer is a review and action plan only
• Customer contact and payment chasing are not included
• Debt collection services are not included
• Xero access must be provided before work can begin
What the Freelancer needs to start the work
Xero access or an aged receivables report, together with details of any specific concerns you would like reviewed.