Small business: Taxi, limo and car service companies

Your unpaid invoices are another spreadsheet to maintain.

Keep your invoices and confirmed payments in Backbuild Finances. Send clients one invoice link they can pay.

You
  • Robin Lee

Virtual Workers

  1. You hand the work to Robin Lee.
  2. Robin Lee works in Invoices, Finances, Finance tools and Online payment.
  3. Robin Lee brings the result back from Invoices.
  4. Robin Lee reports back to you.
  • Virtual Workers
  • Or do it yourself

On the web and the desktop app, with Miles on your phone.

You record the billable work and confirm the payments. Review what remains due.

01The problem

Your list of unpaid invoices lives in a separate spreadsheet.

How Backbuild solves it

Read the balances from your recorded invoices.

Record your invoices and the payments you have confirmed. Backbuild Finances shows the open balances and how long they have been due.

Check what is still due before you call a client.

You record the invoices. Your bookkeeper prepares the balances.

  1. You record the invoice and confirm each payment.
  2. Your bookkeeper worker prepares the recorded balances.
  3. You decide which client needs a follow-up.

The outcome

A list of recorded balances to review.

Decide which client needs your next follow-up.

02The problem

The invoice goes in one email. The payment request goes in another.

How Backbuild solves it

Let your client pay from the invoice.

Turn on online payment for an invoice, then share its link. Your client can view and pay that invoice without creating an account.

Keep the payment option with the invoice.

You check the invoice and enable online payment. Your client opens the link.

  1. You supply the billable trip details.
  2. Your bookkeeper worker drafts the invoice from those details.
  3. You check the invoice and turn on online payment.
  4. You share the invoice link with your client.
  5. Your client views and pays that invoice without an account.

The outcome

One invoice link your client can pay.

The payment option stays with the bill.

Put a Virtual Worker on your queue.

Join the design partner program and shape Backbuild with us, or create an account and hire your first worker today.