How to delegate · Bookkeeping and finance
How to delegate invoicing
Delegate invoicing by writing down what triggers an invoice, such as a milestone, a monthly date, or hours logged, and the details each invoice needs. Your hire creates and sends invoices on time, applies the right terms, attaches supporting detail, and records payments as they arrive.
How to delegate invoicing, step by step
1. The SOP outline
- Check the invoicing schedule and triggers each day.
- Create invoices with the correct client, items, rates, and terms.
- Attach timesheets, purchase order numbers, or other support.
- Send invoices and log them in the tracker.
- Record payments against invoices as they arrive.
2. Access and tools to set up
- Invoicing rights in your accounting software or billing tool.
- Client billing details and contract terms.
- Time-tracking or project data for billable work.
- An invoicing schedule.
3. What good looks like
- Invoices go out on the day they are due to be sent.
- Clients rarely ask for corrections.
- Payments are matched to invoices within a day.
4. Weekly metrics to review
- Invoices sent on time.
- Invoices corrected after sending.
- Days sales outstanding.
Mini SOP checklist
- Check today's billing triggers
- Create invoices with correct terms
- Attach support documents
- Send and log invoices
- Record incoming payments
- Flag disputes to the account owner
Who to hire for invoicing
Accounts Receivable Specialist. A full-time Accounts Receivable Specialist from the Philippines is $1,800 a month through Rekruuto. Every hire works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Free tool for this handoff
VA ROI calculator: Put a number on the hours this task takes you and compare it with a full-time hire.
Related tasks to delegate
- How to delegate accounts receivable and collections
Delegate collections by setting a reminder cadence, such as before the due date, on the due date, and at set points after, with polite templates for each.
- How to delegate bookkeeping
To delegate bookkeeping, give your bookkeeper accountant-level access to your accounting software, a chart of accounts, and rules for recurring transactions.
- How to delegate month-end close
To delegate the month-end close, write a close checklist with owners and due dates.
Questions about delegating invoicing
Should invoices come from me or from accounts?
A billing or accounts email address works well. It keeps invoices out of personal inboxes and lets your hire manage replies.
How do I avoid invoicing mistakes?
Keep client terms in one place and use preset line items in your billing tool. A short pre-send checklist catches most errors.
Who should I hire to handle invoicing?
A full-time Accounts Receivable Specialist. A full-time Accounts Receivable Specialist from the Philippines is $1,800 a month through Rekruuto. Every hire is a full-time professional based in the Philippines who works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Hand invoicing to a full-time hire
Rekruuto places full-time professionals from the Philippines who work your hours. Most roles are $1,800 a month; software developers and AI Implementation Specialists start from $2,500 a month. Candidates pass top 2% vetting, every hire starts within 14 days, and the first week is a trial with a replacement or refund.