Billing Specialist
Accurate invoices out on time, disputes logged and routed
The Billing Specialist prepares invoices from contracts, timesheets, usage or delivery records, checks them against the agreed terms, and sends them once approved. It logs billing disputes, researches them and drafts the correction for approval.
A named person approves credits, write-offs and any change to terms. The specialist never promises a refund, never changes a price and never moves money.
AI drafts; a named person approves.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: pulls closed jobs and usage from yesterday and drafts invoices. Midday: checks each draft against the contract rate card and flags mismatches. Afternoon: researches two disputed invoices and drafts credit memos for the controller. Month-end: runs the billing completeness check against delivered work.
- ·Prepare invoices from contracts, time, usage or delivery records
- ·Check every invoice against contract rates and terms
- ·Send approved invoices and keep delivery proof
- ·Log and research billing disputes; draft corrections for approval
- ·Run the unbilled-work completeness check each month
- ·Keep customer billing contacts and tax-exemption certificates current
- ●Invoices issued within 2 business days of billable event
- ●Invoice accuracy (credit memos issued per 100 invoices)
- ●Unbilled delivered work at month-end
- ●Dispute resolution time
- · Professional services firms
- · Subscription businesses
- · Field-service companies