need procedure for invoicing customers

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#1
juro  
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923
Joined:
18-Oct-2015 9:11am
Location:
USA
my client has a problem with customers not getting invoiced.
he tried to recruit another person to assist, but she quit after one day.
I told him that we need to work on better office procedure, to keep stuff from falling through the cracks. So i said I wanted to be in the loop, so now he emails me when they create a new invoice.
but what do i do with this information? I need to compare the invoicing in the QBO system against the emails, so if I don't see an invoice created, i say something?
Last edited by juro on 11-Jan-2020 10:00pm, edited 2 times in total.
 

#2
Posts:
107
Joined:
21-Apr-2014 8:03am
If you are uncertain, you definitely need a written engagement letter that outlines your duties, the duties of your client.
 


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