05 Getting paid Entry 62 Office
Compare what we billed with what we've actually collected
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“Every month, show me what we billed against what we collected, and the gap by customer.”
- You text“Every month, show me what we billed against what we collected, and the gap by customer.”
- It readsQuickBooks Online, your job board.
- What stays yoursWho to chase and how.
- You getOne number you can trust for the month, and the list behind it.
- What it does
- Each month it puts what you billed next to what actually came in, and breaks the gap out by customer, biggest first, with how late each one is and when you last heard from them. Ask it any time: "where do we stand on collections this week" gets the same answer for the week.
- What stays yours
- Who to chase and how.
- What it connects to
- QuickBooks Online, your job board.
- What you get
- One number you can trust for the month, and the list behind it.