Accounts Receivable

Get your invoices out promptly and send monthly statements on the date of your choice. Based on the information you provide to us during each customer/client billing cycle (or information regarding automatic recurring charges), Gonzalez & Company prepares your sales invoice. We email you the final invoice for approval. Invoices can then be sent to the recipient via email or U.S. mail.

Accounts Receivable Functions Performed Daily or Weekly based on your Agreement.

  • Record Sales Invoices for Client approval
  • Email/Mail Customer Invoices and Statements
  • Record Customer Payments and credits
  • Track Customer Under or Over Payment
  • Account Receivable Aging Report

Prior to taking deposits to the bank, scan or copy the deposit slip and each of the items to be deposited.
Then include the copy or forward the scan to your account along with your other documents for
processing. Your Gonzalez & Company bookkeeper will post the customer payments against the appropriate
customer invoices and record the bank deposit.

For the most streamlined billing and payment process, many of our clients choose to use the integrated
credit card processing options available through or QuickBooks Online. The use of these options can dramatically reduce accounting time and costs. If you are interested in learning more, please ask us!