BUSINESS FIX 03 · Keep the lights on

Invoice & Payment Optimization

Stay on top of invoicing and payments so you can keep that cash flowing and the lights on. We know this part is boring, but it's the most important part. We can automate this for you so you can spend less time on boring paperwork and more time doing what you want to do — while watching your bank account grow.

Invoice & Payment Optimization — Get Paid On Time: tighten billing, invoicing, and payment reminders so cash keeps moving.
THE BUSINESS PROBLEM

What this fixes

The work is finished, but billing information arrives late, invoices are not sent promptly, and outstanding balances are followed up inconsistently. Revenue exists on paper but remains trapped between job completion, invoice creation, due dates, and payment.

IDEAL CUSTOMER

Who this is built for

Small service, repair, construction-support, healthcare-adjacent, and professional businesses that need clearer visibility from completed work through paid status.

EXPECTED OUTCOME

What changes

The owner can see what is complete but not billed, what has been invoiced, what is due, what is overdue, and who owns the next action.

DELIVERABLES

What 3P provides

  • One customized invoice and payment tracker with due-date and aging visibility.
  • Status fields for work complete, invoice ready, invoice sent, due, overdue, disputed, and paid.
  • A documented handoff from job completion or service delivery to billing.
  • Three customer payment-reminder templates and one internal billing reminder.
  • Import of up to 100 open or recent invoices from one clean client-provided spreadsheet.
  • A 30-minute implementation walkthrough and one revision round.
CLIENT RESPONSIBILITIES

What you provide

  • Provide a current invoice export or list and explain the present billing handoff.
  • Identify who confirms completion, prepares invoices, sends them, and records payment.
  • Approve reminder timing and customer communication tone.
  • Attend the walkthrough and provide revision feedback within two business days.
INCLUDED

Inside the fixed price

  • One business, one billing workflow, and up to three users.
  • Tracker, aging view, handoff steps, reminder templates, import, testing, and walkthrough.
  • A weekly invoice and payment review routine.
NOT INCLUDED

Outside this scope

  • Bookkeeping, account reconciliation, tax work, legal collections, or financial advice.
  • Sending invoices or collecting payment on the client's behalf.
  • Accounting software migration, payment processor setup, or custom integrations.
  • Correction of inaccurate accounting records or disputed customer balances.
TIMELINE + NEXT STEP

Delivered within 4 business days after complete intake and receipt of invoice data.

Natural upgrade path: Missed Leads and Money Leaks, Online Presence & Social Media Management, or ongoing billing administration through a separately scoped 3P support plan.

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CLEAR DELIVERABLE GUARANTEE

Clear Deliverable Guarantee

3P guarantees delivery of the written deliverables listed in the agreed scope. If an included deliverable is missing or does not match the approved scope, 3P will correct it at no additional charge. The guarantee does not promise revenue, sales, savings, employee performance, or results controlled by the client or a third party.