FreshBooks A/P & A/R Management

Our growing business needs streamlined control over accounts payable and accounts receivable inside FreshBooks. All sales invoices, credit notes, supplier bills, and payment receipts already flow through the platform—we now want a dedicated hand to keep every transaction current, accurate, and fully recorded.

Scope of work
• Enter new customer invoices, apply payments, and follow up on any overdue balances.
• Record supplier bills, schedule payments, and update their status once cleared.
• Match each entry to the correct client, project, or expense category so monthly reports remain clean.
• Reconcile A/P and A/R totals with our bank feed inside FreshBooks at least once a week to catch discrepancies early.
• Provide a simple aging summary every Friday highlighting items that need my attention.

Access & tools
You’ll receive full FreshBooks user access along with read-only banking credentials for reference. No third-party software is involved; everything happens in FreshBooks’ web interface.

Success criteria
• All invoices and bills entered within 24 hours of receipt.
• Aging reports delivered weekly, showing zero data-entry errors.
• Clear communication if anything looks off or a client needs escalation.

If you have a solid track record managing business accounts through FreshBooks, I’d love to hand this process over to you so I can focus on operations.