Completed work should become a reviewable queue, not a search through texts.
Follow one completed job through invoice review, test payment state, controlled A/R follow-up, a per-record accounting retry, and owner drill-down.
Bookkeeper or owner · plumbing or electrical · completed work is waiting to invoice and an accounting sync has a visible problem
What happens today
Today invoices wait on a missing detail, a payment status is assumed, a sync error is discovered late, and the owner cannot see which record needs attention.
Why it matters
The risk is unreviewed money communication, an unresolved accounting exception, and a dashboard number with no record beneath it.
Where this starts
A completed job has its required proof and invoice inputs, an invoice is ready for review, and a per-record accounting status may have failed.
The workflow
- 1The bookkeeper opens Ready-to-Invoice and reviews proof, line items, tax context, and the invoice draft.
- 2A person approves and sends the payment path; a test payment updates the record without being represented as a real customer transaction.
- 3The A/R queue makes an overdue item and its messaging controls visible; auto-send stays off unless it is separately configured.
- 4The bookkeeper opens a failed accounting status, corrects the scoped test condition, and records retry success or failure.
- 5The owner drills from a queue or KPI to the source job and assigns the next action.
Where a person decides
Office review owns invoices, reminders, and sync recovery. The business's accounting platform remains the system of record.
If it does not go to plan
A declined payment, an opt-out or quiet-hour reminder, a missing cost, or a failed retry stays a visible owned exception.
Where this ends
Invoice, payment and accounting status is reviewable with an owner, and the record does not claim settlement before the status supports it.
What you can see
Seeded Ready-to-Invoice, payment state, A/R queue, retry audit, job-cost context, and drill-down capture.
Why that is useful
The bookkeeper works a queue with evidence and exceptions instead of reconstructing the billing story.
What this does not claim. No payment or recovery guarantee, no replacement for a payment processor, no payroll API, no third-party collections handoff, and no financial advice.
Workflow reviewed 2026-08-13