The organisation gets one visible route from invoice creation through reminders, payment recording, reconciliation and exception handling, with ownership at each handoff.
Invoice-to-Cash Process Setup
Make billing, reminders and reconciliation one joined-up process.
Billing, reminders, payment recording and reconciliation are fragmented or inconsistent.
For: SMEs.
£1,500 standard — indicative range £1,000–£2,250.We confirm the exact fee after checking what you need.
One focused invoice-to-cash operating setup covering workflow, invoice controls, reminder sequence, reconciliation handoffs, exception route and practical KPIs.
Clear handoffs and exceptions · no regulated debt collection or legal enforcement
What changes
What you will receive
Process design
An end-to-end invoice-to-cash workflow for the agreed operating context.
Invoice controls
Clear checks and ownership around invoice issue and status.
Reminder sequence
A proportionate routine follow-up sequence for ordinary receivables.
Reconciliation handoffs
Visible responsibility for payment recording and reconciliation.
Exception route
A clear route for disputes, unusual cases and specialist escalation.
KPIs
A small set of operating measures tied to the process.
WORKED EXAMPLE
See how this can work
Example situation: Billing, reminders, payment recording and reconciliation are fragmented or inconsistent.
We would start with what is happening now and the information already available, then work through the service described on this page. If the problem needs a different route, we would say so before broadening the work.
A clearer result: The organisation gets one visible route from invoice creation through reminders, payment recording, reconciliation and exception handling, with ownership at each handoff.
What you could receive: Process design, Invoice controls, Reminder sequence, Reconciliation handoffs, Exception route, and KPIs.
Illustrative example — shown to explain how the service can be applied. It is not a customer testimonial or measured result.
What the engagement looks like
- Service type
- Professional service
- Delivery
- Remote
- Pricing
- £1,500 standard; indicative range £1,000–£2,250. Final price confirmed after what you need.
- Scope
- One focused invoice-to-cash process; exact timing confirmed before commitment.
The customer remains responsible for accounting decisions, debt-recovery decisions and legal enforcement.
What needs to be in place?
Accurate information about the customer's current accounting process and systems.
An accountable finance/operations owner able to approve the operating route.
What is outside the scope?
No regulated debt collection or legal enforcement.
No statutory-accounting or tax advice outside competent scope.
Is this the right service?
It fits an SME where billing, reminders, payment recording and reconciliation are fragmented or poorly controlled.
What this service does not promise
No payment speed, debt recovery, cash improvement or accounting outcome is guaranteed.
FROM INTEREST TO A CLEAR DECISION
How to get started
Start with the problem, not a purchase decision. We will check whether this service fits before anything is agreed.
1. Tell us what is happening
Share the problem you are trying to solve, what you already have and any deadline or constraint that matters.
2. We check the fit
We check the scope, the information we would need, the fee and whether this is genuinely the right service. If it is not, we will say so.
3. You decide with the facts clear
Nothing starts until you know what is included, what is not, what you need to provide and what happens next.
There is no pressure to add another service. The useful next step is simply to decide whether this one solves the problem in front of you.
Start with the handoff
Where does your invoice-to-cash process break or become inconsistent?
Tell us how invoices are raised, chased, recorded and reconciled today.