Invoicing & AR

Revenue operations that
actually collect.

Professional invoicing, collections management, and AR reconciliation — so your revenue is recognized accurately and cash arrives on time.

AR Automation
AR Dashboard · Jun 2026Live
Outstanding Invoices$014 open
Collected This Month$0+18.2%
Overdue (>30 days)$0↓ 61%
Collection Rate97.4%↑ 4.1pts
✓ Automated reminders · Dispute tracking · Client portal
DSO: 18 daysvs 42 industry avg
The problem

Revenue on paper isn't revenue in the bank.

Most businesses have a gap between what they've earned and what they've collected. Invoices go out late, follow-ups don't happen, and AR ages silently until it becomes a cash flow crisis. TMA closes that gap with a structured, proactive AR function.

Professional Invoicing

Invoices sent on time, every time — branded, accurate, and structured to minimize disputes and delays.

Collections Management

Systematic follow-up cadence for overdue invoices — so you're not chasing payments manually.

AR Reconciliation

All receivables matched against payments received — so your books reflect what's actually been collected.

Revenue Recognition

Revenue recognized correctly under accrual accounting — so your P&L reflects what you've earned.

What's included

End-to-end AR management.

01

Invoice Creation & Delivery

Branded invoices created and sent on your behalf — on time, every billing cycle.

02

Payment Follow-Up Cadence

Structured follow-up sequence for overdue invoices — automated reminders plus personal outreach when needed.

03

AR Aging Report

Weekly AR aging report so you always know what's outstanding, by customer and by age bucket.

04

Payment Reconciliation

All payments matched against invoices in your accounting platform — no unmatched receipts.

05

Revenue Recognition Entries

Accrual entries posted correctly so revenue hits the right period — not just when cash arrives.

06

Customer Account Management

Customer balances maintained accurately — credits, refunds, and adjustments handled cleanly.

07

Dispute & Deduction Management

Chargebacks, short-pays, and disputed invoices tracked and resolved — nothing falls through the cracks.

08

Cash Flow Forecasting

Rolling AR-based cash forecast so you always know what is expected to land and when — no surprises at month-end.

FAQ

Common questions

Do you handle invoicing directly with our customers?

Yes — we send invoices on your behalf and manage follow-up communications. You stay in the loop on all customer interactions.

What platforms do you use for invoicing?

We work within your existing accounting platform — QuickBooks, Xero, NetSuite, or Sage. No new tools required.

How do you handle disputed invoices?

We flag disputes immediately and work with you to resolve them — whether that's a credit memo, a revised invoice, or a collections escalation.

Common pain points

Why AR is where cash goes to die.

Invoices sent late

Invoices going out 2 weeks after the work is done. Every day of delay is a day of free financing you're giving your clients.

Collections done by the owner

The business owner chasing invoices instead of running the business. Awkward, time-consuming, and ineffective.

Revenue recognized wrong

Revenue booked when invoiced instead of when earned. Your P&L is overstated and your cash flow is a mystery.

No AR aging visibility

You don't know who owes you what, how old the balances are, or which clients are habitually late.

How it works

Professional AR that gets cash in the door.

01

AR Audit

We review your current invoicing process, payment terms, and collections workflow. You get a clear picture of where cash is getting stuck.

02

Process Build

We implement a professional invoicing workflow — accurate invoices, on-time delivery, and a systematic collections process that preserves client relationships.

03

Ongoing Management

Weekly AR aging review, collections follow-up, and monthly reconciliation. You always know exactly what's owed and when it's coming in.

By the numbers

What TMA delivers.

0
Average invoice delivery time
100%
Upwork Job Success Score
0
Businesses served
0
Industries served
Common questions

Frequently asked questions.

Do you handle collections calls?

We handle written collections follow-up — email sequences, payment reminders, and escalation notices. For accounts that require phone calls or legal action, we coordinate with your team or refer to collections specialists.

How do you handle revenue recognition for long-term contracts?

We recognize revenue over the contract term, not at signing. Deferred revenue is tracked on the balance sheet and released correctly each month — in compliance with ASC 606.

Can you integrate with our billing software?

Yes. We work with most billing and invoicing platforms — including Stripe, QuickBooks, FreshBooks, and custom billing systems. We'll integrate with whatever you're using.

Stop chasing payments. Start collecting them.

Book a discovery call and we'll show you exactly how TMA would structure your AR function.