Virtual Office / Invoicing & Collections

Invoicing &
Collections.

We send invoices, chase payments, and reconcile everything with QuickBooks — so you get paid faster without the awkward phone calls.

QuickBooks Sync Automated Follow-Up Lien Waiver Tracking

Collections active

Invoiced$284K
Collected$248K
Invoiced
$284K
Collected
$248K
Outstanding
$36K
Overdue
$8.2K
Waivers
42
Aging Breakdown — Accounts Receivable

0-30 days

$18,400

12 invoices51%

31-60 days

$9,200

5 invoices26%

61-90 days

$5,800

3 invoices16%

90+ days

$2,600

2 invoices7%
Collection Pipeline
Invoice sent
8 invoices
Reminder #1 (3 days)
4 invoices
Reminder #2 (7 days)
3 invoices
Follow-up call (14 days)
2 invoices
Final notice (30 days)
1 invoice
Paid this week
6 invoices
Recent Activity
INV-1047 — payment received $4,2001h ago
Paid
INV-1043 — reminder #2 sent3h ago
Follow-Up
INV-1051 — invoice deliveredYesterday
Sent
INV-1038 — lien waiver signed2d ago
Complete

What it is.

A dedicated invoicing and collections team that makes sure you get paid for the work you do. They handle the entire receivables cycle — from generating invoices at project milestones to chasing payments, recording deposits, and reconciling everything in QuickBooks — so your cash flow stays healthy without you making a single awkward phone call.

Most contractors are owed thousands in overdue invoices at any given time. We make sure invoices go out on time and payments come in. Every invoice, payment, and lien waiver flows through JSV's invoicing module, syncs to QuickBooks, and shows up in your AR dashboard — giving you full visibility without touching a spreadsheet.

What they do.
6 core functions.

Invoice Creation & Delivery.
Generate and send
Progress billing at
Attach scope details,

Generate and send professional invoices from your JSV project data

Progress billing at milestones so you invoice as work gets done

Attach scope details, photos, and change orders to every invoice

Ensure every invoice goes out on time with the correct amounts

Payment Follow-Up & Collections.
Send payment reminders
Make professional collections
Escalate non-responsive accounts

Send payment reminders at 3, 7, 14, and 30 days past due

Make professional collections calls on overdue accounts

Escalate non-responsive accounts with formal demand notices

Track every touchpoint so you know exactly where each invoice stands

Payment Processing & Recording.
Record payments as
Handle partial payments,
Track payment methods

Record payments as they come in and apply to the correct invoices

Handle partial payments, deposits, and progress payments accurately

Track payment methods — check, ACH, credit card, wire transfer

Reconcile discrepancies between invoiced and received amounts

QuickBooks Reconciliation.
Sync every invoice,
Match receipts and
Ensure your books

Sync every invoice, payment, and credit memo to QuickBooks cleanly

Match receipts and deposits to the correct customer accounts

Ensure your books are always up to date without you touching QuickBooks

Catch and correct sync errors before they become accounting problems

Aging Reports & AR Management.
Deliver weekly and
Flag accounts trending
Provide cash flow

Deliver weekly and monthly aging reports on outstanding receivables

Flag accounts trending toward 60+ and 90+ day overdue territory

Provide cash flow forecasts based on expected payment timelines

Prioritize collection efforts based on amount and aging brackets

Lien Waivers & Retainage.
Send and track
Ensure waivers are
Track retainage amounts

Send and track conditional and unconditional lien waivers per payment

Ensure waivers are signed and returned before releasing payments

Track retainage amounts across all active projects

Manage retainage release schedules tied to project milestones

What they
don't do.

We handle receivables — you make the financial calls.

Run payroll or manage employee compensation
Make financial decisions or approve expenses
Handle tax filing or tax strategy
Manage bank accounts or make transfers
Negotiate contract terms or change orders
Provide accounting advice or financial planning

What they take
off your plate.

No more forgotten invoices

every completed milestone gets invoiced on schedule so money never sits on the table

No more awkward collection calls

a professional team handles follow-ups at 3, 7, 14, and 30 days so you keep the relationship

No more QuickBooks chaos

every invoice, payment, and receipt syncs cleanly without you touching the books

No more lost lien waivers

conditional and unconditional waivers are sent, tracked, and filed for every payment

No more cash flow surprises

weekly aging reports tell you exactly who owes what and when to expect payment

No more year-end scramble

your receivables are reconciled in real time so closing the books takes hours, not weeks

A day in the life
of your collections team.

1

Morning. Reviews new payments received overnight. Records deposits, applies to invoices, and updates QuickBooks.

2

Mid-Morning. Generates invoices for completed milestones and sends to clients. Attaches scope details and photos from JSV.

3

Midday. Runs follow-up sequence — calls and emails on 3, 7, 14, and 30-day overdue invoices. Logs every touchpoint.

4

Afternoon. Sends and tracks lien waivers. Updates aging reports. Flags accounts trending toward 60+ days.

5

End of Day. Reconciles the day's activity in QuickBooks. Prepares AR summary and cash flow forecast for your dashboard.

Invoices Sent
4
Payments Recorded
3
Follow-Ups Made
7
Waivers Tracked
5
QB Entries Synced
12
Daily collections summary • Delivered 5:00 PM

Stop leaving money on the table.
Get paid faster.

Invoices go out on time, payments come in on schedule, and QuickBooks stays clean. We handle the entire receivables cycle.

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