Invoices & Expenses
Getting paid shouldn’t depend on you remembering to send an invoice. I send them on time, follow up politely and keep every receipt where your bookkeeper expects it. I’m not an accountant or a tax preparer, and I never give tax advice.
What’s included
Invoices created and sent on your schedule
Friendly payment reminders, then a heads-up to you
Receipts and bills collected and filed each week
A monthly summary for you and your bookkeeper
Subscriptions listed, with renewal dates
A typical week
On Mondays I send what’s due and check what came in. By Friday, every receipt of the week is filed and your note shows who has paid and who hasn’t.
Tools I use for this
QuickBooks or Xero for invoicing only, Stripe, PayPal, Google Drive and your bookkeeper’s shared folder.
In your Friday note
9 invoices sent, 2 friendly reminders
0 h 45
Included in
Weekly and Partner
Most clients combine two or three of these. Your Friday note shows each one, with the time it took.
