Professional Services

Invoice And Payment Follow-Up Workflow for Professional Services

For service businesses, inconsistent invoicing can turn completed work into avoidable payment delays. This map follows billable work through invoice preparation, review, reminders and reconciliation, with an owner for each next action.

Starts when

A billable milestone is completed or an invoice date is reached.

Ends when

Payment is reconciled or an agreed resolution is recorded.

Steps in this workflow

1. 1

   Check billable work

   Confirm completed services, approved expenses, and billing terms.

2. 2

   Prepare the invoice

   Create an itemised invoice with the correct client details and due date.

3. 3

   Review and send

   Check the total and supporting details, then send the invoice to the right contact.

4. 4

   Record the due date

   Add the invoice to the receivables list with an owner and reminder date.

5. 5

   Send a courteous reminder

   Contact the client when payment is due or overdue and include payment details.

6. 6

   Reconcile and close

   Match incoming payment or record the agreed next step and follow-up date.