Recurring Billing Invoice System
Budget: $35 – $45 AUD
We are a Bendigo based occupational therapy provider. At present I am doing the admin in my spare time, but I no longer have any spare time! I'd like to source a VA for my director which would replace me.
Within the business there is only one practitioner, the director. I would say there's about 2-4 hours per week admin to be done I currently do it in 2 but I'm not doing enough to keep things under control.
The tasks would include-
Issue invoicing in halaxy
Approve invoices in Xero that are synced from halaxy
Maintain client profiles and funding details in Halaxy
Review accounts payable and receivable to check for unpaid invoices, overlooked invoices that weren't issued etc
Reconcile payments in Xero against remittances received to the email inbox
Coordinating inbound referral and service agreement documents.
Within the business there is only one practitioner, the director. I would say there's about 2-4 hours per week admin to be done I currently do it in 2 but I'm not doing enough to keep things under control.
The tasks would include-
Issue invoicing in halaxy
Approve invoices in Xero that are synced from halaxy
Maintain client profiles and funding details in Halaxy
Review accounts payable and receivable to check for unpaid invoices, overlooked invoices that weren't issued etc
Reconcile payments in Xero against remittances received to the email inbox
Coordinating inbound referral and service agreement documents.