# 💰 INVOICE MANAGEMENT: General Insights, Information, & Processes **URL:** \ **Category:** What I've Learned (Tips and Tricks)\ **Created:** [August 6, 2025, 12:32pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246 "2025-08-06T12:32:36Z")\ **Posts on this page:** 16\ **Page:** 2
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [October 30, 2025, 2:21pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/21 "2025-10-30T14:21:25Z")
@nwnotarymobileservices Welcome to the **Notary Cafe** forum! ✨ This thread covers a _ **frequently posed query** _ & thought you would find this thread quite helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [November 1, 2025, 12:12pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/22 "2025-11-01T12:12:34Z")
@jhopkins1 Welcome to the **Notary Cafe** forum! ✨ This thread covers a _ **frequently posed query** _ & thought you would find this thread quite helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [November 2, 2025, 12:38pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/23 "2025-11-02T12:38:47Z")
@palermosigningservices Welcome to the **Notary Cafe** forum! ✨ This thread covers a _ **frequently posed query** _ & thought you would find this thread quite helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [November 3, 2025, 2:59pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/24 "2025-11-03T14:59:28Z")
@katherinechu.np Welcome to the **Notary Cafe** forum! ✨ This thread covers a _ **frequently posed query** _ & thought you would find this thread quite helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [November 4, 2025, 12:10pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/25 "2025-11-04T12:10:18Z")
@eddiejames595 Welcome to the **Notary Cafe** forum! ✨ This thread covers a _ **frequently posed query** _ & thought you would find this thread quite helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [November 5, 2025, 2:31pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/26 "2025-11-05T14:31:58Z")
@cjbless Welcome to the **Notary Cafe** forum! ✨ This thread covers a _ **frequently posed query** _ & thought you would find this thread quite helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [November 7, 2025, 12:46pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/27 "2025-11-07T12:46:29Z")
@snyderamy09 Welcome to the **Notary Cafe** forum! ✨ This thread covers a _ **frequently posed query** _ & thought you would find this thread quite helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [November 10, 2025, 12:25pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/28 "2025-11-10T12:25:52Z")
@kimberlymuniz Welcome to the **Notary Cafe** forum! ✨ This thread covers a _ **frequently posed query** _ & thought you would find this thread quite helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [November 11, 2025, 6:40pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/29 "2025-11-11T18:40:00Z")
@gomezcc.notarysa Welcome to the **Notary Cafe** forum! ✨ This thread covers a _ **frequently posed query** _ & thought you would find this thread quite helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [January 3, 2026, 1:08pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/30 "2026-01-03T13:08:27Z")
@jmorales1203 Welcome to the **Notary Cafe** forum! ✨ This thread covers a _ **frequently posed query** _ & thought you would find this thread quite helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 ```auto ``` > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [January 9, 2026, 4:13pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/31 "2026-01-09T16:13:41Z")
@amcgowen📚@chasemobilenotary4📚@adates📚@aldonnapowell📚@varelawe24📚@Jennajacksonrealtor📚@Vickie.ridley📚@bbrea1976📚 @justmail267📚@carrieh0829 Welcome to the **Notary Cafe** forum! ✨ This thread covers a frequently posed query & thought you would find this thread helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 ```auto ``` > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [January 10, 2026, 9:35pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/32 "2026-01-10T21:35:31Z")
@ptfernanders Welcome to the **Notary Cafe** forum! ✨ This thread covers a frequently posed query & thought you would find this thread helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 ```auto ``` > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![cNsa5](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/cnsa5/32/33381_2.png) [@cNsa5](https://forum.notarycafe.com/u/cNsa5)\ **Post date:** [January 12, 2026, 12:22pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/33 "2026-01-12T12:22:54Z")
@Dianna📚@currycouriersxpress📚@jwarrenevans📚@dubois.rita📚@makeitlegalwithmellc📚@nightlynotary📚@LW.NotaryWorks📚@joanbys📚 Welcome to the **Notary Cafe** forum! ✨ This thread covers a frequently posed query & thought you would find this thread helpful. **NOTE:** Start reading at the beginning of this thread please. 🦉 ```auto ``` > [@money\_bag INVOICE MANAGEMENT: General Insights, Information, & Processes](http://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246): > > The following are a few general insights regarding the management of your Accounts Receivable transactions. These are not necessarily in order of priority . . . ALWAYS submit an invoice directly to your client; that is, unless they’ve specifically identified that one isn’t necessary. Of course, you’ll want to follow that account across the ‘maiden voyage’ to ensure that business entity DOES pay without receiving an invoice directly from you. After that confirmation of successful payment, cont… ```auto ``` 🦢 ---
**Author:** ![nourse18](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/nourse18/32/35172_2.png) [@nourse18](https://forum.notarycafe.com/u/nourse18)\ **Post date:** [February 12, 2026, 4:42am UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/34 "2026-02-12T04:42:40Z")
I get that. Coast 2 Coast was paying regularly, albeit low ball and 60 days. Now they have moved into the no pay zone on 5 invoices. I’m frustrated but willing to play hardball with them…if needed. I remain hopeful…🤞 ---
**Author:** ![system](https://canada1.discourse-cdn.com/flex034/uploads/notarycafe/original/2X/5/536ced5cfa77a57223f140e81670eb5e2685a07d.jpeg) [@system](https://forum.notarycafe.com/u/system)\ **Post date:** [May 13, 2026, 4:43am UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/35 "2026-05-13T04:43:09Z")
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**Author:** ![NC\_Stan](https://yyz2.discourse-cdn.com/flex034/user_avatar/forum.notarycafe.com/nc_stan/32/59_2.png) [@NC\_Stan](https://forum.notarycafe.com/u/NC_Stan)\ **Post date:** [August 5, 2026, 6:36pm UTC](https://forum.notarycafe.com/t/invoice-management-general-insights-information-processes/53246/36 "2026-08-05T18:36:56Z")
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