Invoicing & Accounts Receivable Support Intake Form

Invoicing & Accounts Receivable Support Intake Form

Business & Notary Solutions, LLC
Contact Information
Full Name:*

First NameLast Name
Type Your Business Name Here*
Business Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number:*
Format: (000) 000-0000.
E-mail:
example@example.com
How did you hear about us?*
Your Business Website:
example: https://www.abc.com
Business Overview
Briefly describe your business and the services/products you offer.*
Who are your typical clients/customers?*
How long have you been in business?*
Invoicing Volume & Frequency
How many invoices do you typically send per month?*
An estimate is acceptable
How often are you invoicing?*
What tools/software do you currently use to generate invoices?*
Current Invoicing Workflow
Who is responsible for creating/sending your invoices right now?*
How do you currently track paid vs. unpaid invoices?*
How long does it typically take for your clients/customers to pay their invoices?*
YesNo
If "yes," please explain your payment reminder process:
What are your biggest challenges with invoicing and accounts receivable?*
Service Fit & Preferences
What's your goal in outsourcing your invoicing and accounts receivable (A/R) tasks?*
Monthly Plan ($150/month - Up to 20 invoices with follow-ups and reports)Per Batch Pricing ($15-$25 for every 5-10 invoices sent at once, does not include follow-ups or reports)
YesNoI have already had my Discovery Call
Final Notes & Submission
Any other notes, questions, or specific requests?
Should be Empty:

Invoicing & Accounts Receivable Support Intake Form

Contact Information

Business Overview

Invoicing Volume & Frequency

Current Invoicing Workflow

Service Fit & Preferences

Final Notes & Submission