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Working inside Invoiced: what LedgerBPO does
Invoiced bookkeeping services from LedgerBPO give B2B companies a named AR specialist who runs Invoiced inside your own account: setting up Chasing cadences, managing the customer portal and AutoPay, logging promises to pay, working the collections queue by phone under your brand, and reconciling every portal payment to QuickBooks Online, Xero, NetSuite or Sage Intacct.
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Your subscription, your data
Invoiced bookkeeping services from LedgerBPO give B2B companies a named AR specialist who runs Invoiced inside your own account: setting up Chasing cadences, managing the customer portal and AutoPay, logging promises to pay, working the collections queue by phone under your brand, and reconciling every portal payment to QuickBooks Online, Xero, NetSuite or Sage Intacct.
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Inside your file
Chasing cadences built and tuned in your Invoiced account
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Reconciled on a calendar
Customer portal, AutoPay and payment plans managed under your brand
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Reviewed before you see it
Portal payments reconciled to your ledger every week
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A named accountant, a backup and a team lead
Inside your own software, on a fixed close calendar, with a reply from a person within 1 business day. Call +1-657-777-0006 or start a quote.
Get a custom quote 06 / 06
Why businesses on Invoiced outsource
Invoiced gives a finance team the tools for automated receivables: Chasing sequences, a branded customer portal, AutoPay, payment plans and a sync to the ledger. What it cannot supply is the person who watches the queue. Sequences run on default settings, portal disputes go unanswered, promises to pay are made and forgotten, and the sync creates unapplied payments nobody clears.
A dedicated AR specialist inside your Invoiced account closes those gaps. We segment customers and tune the cadences, answer portal messages and disputes under your brand, call on the accounts that email will not move, log each promise to pay, and reconcile portal payments to the ledger weekly. Your team sees days sales outstanding move for the right reason: invoices getting paid, not written off.
What we do inside Invoiced
Chasing cadences
We configure Invoiced Chasing sequences by customer segment and terms, from pre-due reminders through escalation, and tune timing and content from the response data.
Customer portal and disputes
Portal questions, dispute flags and remittance notes are answered under your brand within one business day, and disputed invoices are paused from chasing until resolved.
AutoPay and payment plans
We enroll customers in AutoPay where they agree, set up payment plans in Invoiced for balances that need installments, and monitor failed payments for retry.
Promise-to-pay tracking
Every commitment from a call or email is recorded against the invoice in Invoiced and our DunningDesk log, with the cadence resuming if the date passes unpaid.
Phone follow-up on stalled accounts
Our AR agents call customers under your company name on invoices past due, log the outcome in Invoiced, and take no card details; payment goes through your portal.
Cash application and ledger sync
Portal payments, ACH and card receipts are matched to invoices, and the Invoiced sync to QuickBooks Online, Xero, NetSuite or Sage Intacct is reconciled weekly so no payment sits unapplied.
Integrations we reconcile
- QuickBooks OnlineInvoices, payments and credits synced from Invoiced checked and reconciled to the bank feed weekly.
- XeroCustomer balances and receipts kept in step between Invoiced and Xero.
- NetSuiteInvoiced sync to NetSuite AR reviewed so applied payments, credits and write-offs post to the right customer and period.
- Sage IntacctMulti-entity receivables reconciled by entity after the Invoiced sync.
- StripeCard and ACH payments taken through the Invoiced portal via Stripe matched to payouts and the bank.
Migration to and from Invoiced
Moving to Invoiced
Before switching on Invoiced we clean the receivables ledger: allocate unapplied cash, clear stale credits and confirm billing contacts, so the first invoices and reminders reach the right people about true balances. We then connect the ledger, configure the portal under your brand, build Chasing cadences by segment, and review results daily for the first two weeks.
Moving from Invoiced
If you are moving from Invoiced to Chaser, an ERP module or another platform, we export chase history, promise-to-pay records, payment plans and customer notes, pause cadences on a fixed date so no customer receives duplicate reminders, and rebuild the sequences in the new tool. Receivables are reconciled to the ledger before the switch date.
Common Invoiced reconciliation problems we fix
Unapplied payments after the sync
Portal receipts that do not match an invoice pile up as credits. We apply them weekly so customer balances and DSO are true.
Cadences running on defaults
One sequence for every customer chases key accounts too hard and small ones too softly. We segment and tune the cadences by value and terms.
Portal disputes unanswered
A dispute raised in the portal that gets no reply becomes a non-payment. We answer within one business day and pause chasing until it is resolved.
Failed AutoPay left unretried
Expired cards and failed ACH quietly stop recurring collections. We monitor failures, contact the customer under your brand and update the payment method.
Promises to pay forgotten
A commitment made on a call has no follow-up date. We log every promise and act on it the day it falls due.
Other ar automation platforms
Frequently asked questions
Do you work inside my existing Invoiced account?
Yes. You add our named AR specialist as a user in your Invoiced account with the role you choose. Templates, cadences, the customer portal and the ledger connection stay under your subscription and your brand. Customers see your company at every step, never ours.
How much do Invoiced bookkeeping services cost?
Pricing depends on volume and scope, so we send a custom quote within 1 business day. The main drivers are the number of open invoices and customers, whether phone follow-up is included alongside automated reminders, how many entities or ledgers connect to Invoiced, and whether cash application is part of the engagement.
Will you call my customers?
Yes, when email has not moved an account and you want us to. Calls go out under your company name from a script you approve, are logged in Invoiced, and follow TCPA rules in the US and the equivalent rules in the UK, Canada and Australia. This is first-party accounts receivable follow-up under your brand.
Do you handle card or bank details?
No. Our agents never store or take card details. Customers pay through the Invoiced portal, AutoPay or your own payment page, and we match the receipt to the invoice in your ledger. Our accounts receivable page explains the payment routing.
Can you reconcile Invoiced to NetSuite or Sage Intacct?
Yes. We review the sync each week, confirm applied payments, credits and write-offs posted to the right customer and period, clear unapplied cash, and reconcile the AR sub-ledger to the general ledger at month-end. Differences are documented in an exception log.
Does Invoiced work for UK, Canadian and Australian companies?
Yes. Invoiced supports multiple currencies and payment methods, and our team covers UK, US and Australian business hours. Reminder templates are localized for spelling and date formats, VAT or GST is shown correctly on invoices, and outbound contact follows each country's rules.
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