A practical invoice route
We work through how you currently request payment and the information you need on an invoice. The setup should support your actual business details and agreed customer terms, not invent a new payment policy.
Payment and invoice setup · Get paid and stay organised
Finish the job. Keep the payment organised.
The work may be done, but the invoice still needs to reach the customer and any unpaid amount needs a clear next step. We help set up payments, invoices, overdue reminders and payment follow-ups around your business process.
Set up for you. Ongoing support. No upfront website-build fee.
WHY THIS PART MATTERS
Payment chasing should not start with finding the paperwork.
When an invoice is separate from the customer conversation, it can be difficult to check what was sent or what needs following up. A clearer process connects the job, the customer and the payment request, while keeping your own pricing and payment decisions in your hands.
A process for unpaid invoices
An overdue reminder has a specific job: bring an outstanding payment back into the conversation. We agree wording and timing so follow-ups are clear and consistent with the way you want to deal with customers.
A connection to completed work
Invoice and payment follow-up sit alongside the customer record and job pipeline. That helps you understand why a payment is being requested and what has already been discussed.
A PRACTICAL WAY TO USE IT
From an everyday task.
To a clearer next step.
- 01
Confirm the work and amount
Your business decides what is due and the appropriate payment terms.
- 02
Send the payment request
The agreed invoice or payment route gives the customer a clear way to act.
- 03
Follow up where needed
Outstanding amounts can be reviewed and the agreed reminders used.
Example process, not a customer result. Your final workflow is agreed and checked during setup.
One part of a complete business setup.Website, business number, customer records, reviews and follow-up. Connected and supported for £297/month.
Explore all 18 inclusionsWE DO THE SETTING UP
Start with what
you already have.
We review your current setup, agree the useful changes and explain how to use the result. These are the details that help us put this part in place.
See the setup process- Your current invoicing and payment process
- Accurate business details and agreed customer terms
- Existing payment-provider arrangements
- Who should check payment status before further contact
BEFORE YOU DECIDE
Good questions.
Straight answers.
Anything specific to your business? Bring it to the call and we’ll work through it.
Book a quick callAre payment processing fees included?
The public offer does not state a processing-fee allowance. We explain the payment-provider requirements and any relevant charges before you start, so the monthly service fee is not mistaken for every external payment cost.
Does this replace an accountant?
No. This is setup help for payment requests, invoices and reminders. Your accounting, tax decisions and financial records still need the appropriate process for your business.
Can overdue reminders be automated?
That is part of the included setup. The timing, wording and checks around payment status need to be agreed so a reminder is appropriate when it is sent.
Do you decide what I charge?
No. You decide your prices, amounts and customer terms. We help put the supporting system in place and make the next steps easier to manage.
BETTER WHEN THE PIECES JOIN UP
See what works alongside it.
START WITH A CONVERSATION
Let’s put the right setup behind your trade.
Tell Jack how you handle payment and invoice setup now. We’ll explain how this fits your business and the rest of the package.
15 minutes. Plain English. No pressure.