Solution · Billing automation
Collect client revenue on time.
Without chasing invoices manually.
Automate retainer renewals, failed payment dunning, invoice delivery, and bank reconciliation so cash flows into your business predictably without awkward chasing.
A good fit when…
Chasing overdue invoices, manually updating expired credit cards, and retyping bank entries into accounting software drains leadership energy and hurts cash flow. I build resilient billing and revenue operations workflows that collect client retainers reliably, recover failed charges automatically, and keep your accounting systems perfectly synchronized.
- The dreaded invoice chasing chore
- Awkward follow ups and manual reminders for overdue invoices drain founder energy and strain client goodwill.
- Silent churn from failed recurring cards
- Monthly retainers fail due to expired credit cards or billing address mismatches, and work continues for weeks before anyone notices.
- The reconciliation bottleneck
- Accounting staff spend hours trying to match bulk payouts in QuickBooks or Xero against individual client invoices in Stripe or your CRM.
What we can build.
- Automated retainer and invoice triggers
- Generate and send recurring invoices, retainer bills, or milestone payment links automatically based on project status and agreed schedules.
- Intelligent dunning and card recovery
- Trigger polite, multi step email and SMS reminders with secure one click update portals when a scheduled charge fails.
- Retainer usage and renewal alerts
- Track prepaid retainer hours or deliverable quotas, notifying account managers when a client is approaching their monthly limit.
- Real time accounting synchronization
- Sync customer records, invoices, refunds, and fee deductions between Stripe, QuickBooks, Xero, and your CRM with zero double entry.
How the work takes shape.
- 01Audit current billing pathways and leakage points
We inspect where invoices originate, payment collection methods, dunning rules, and common reasons for payment delays.
- 02Build automated billing and dunning workflows
We implement webhook listeners on payment events, configure retry cadences, and establish client self service payment portals.
- 03Test reconciliation and edge case exceptions
We verify partial payments, refunds, failed cards, and currency differences to ensure clean accounting records before activating.
A useful starting point.
To start, bring your current billing software setup, recurring client schedule, and an example of an invoice that required manual intervention.
I work directly with agency founders and professional service owners to establish dependable, frictionless billing operations.
Scope depends on payment gateway features, accounting software integration, custom dunning logic, and multi currency requirements.
This service builds automated billing workflows and system integrations. It does not provide tax advice, statutory bookkeeping, or certified public accounting services.
Before we begin.
Can we automate reminders before an invoice becomes overdue?
Yes. We can send courtesy reminder notices three days before a scheduled payment or due date, giving clients time to update details.
What payment processors can be automated?
Stripe, QuickBooks Online, Xero, PayPal, Authorize.net, GoCardless, and modern merchant banking APIs.
How do clients update an expired payment method securely?
The automated recovery message provides a secure, tokenized link directly to the payment processor hosted portal, preserving PCI compliance.
Can an account manager pause automated dunning for specific clients?
Yes. We build pause tags and approval checkboxes in your CRM so your team can suspend automated notices during sensitive negotiations.
What would a better
way of working look like?
Tell me about the task, the process, or the idea.
contact@younesnadif.com