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Guides to invoice records, collections, and cash forecasts.
Notes on getting paid without losing the plot.
Four essays on the record, maker-checker, 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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