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Notes on getting paid without losing the plot.
Four essays on the record, the second person, the forecast, and the accounting file. They describe how the platform is meant to be judged.
- 01
The invoice is a document. The cycle is the record.
Uploading a PDF is the easy part. The useful system is the one that remembers what was checked, who was asked, and what came back.
- 02
Maker-checker is how a collection stays defensible.
A second person feels like delay until the day a bank detail changes and everybody would like to know who allowed it.
- 03
Forecast cash from how customers actually pay.
A due date is a request. A forecast that treats every request as a receipt will embarrass you on a Thursday.
- 04
A sync with the accounting file is not an agreement.
Tally, Xero, QuickBooks, Zoho, NetSuite. The connection is the easy part. The list of differences is the product.
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Turn outstanding into collected.
Bring one customer, one invoice, and the way you chase it today. We will show that cycle on a single record.
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