The Accounts Office

For a freelancer, a finance lead or anyone owed money.

One signal · 11 specialists · one result

Does the work5
Speaks to people3
Keeps knowledge2
Audits and guards1

How the work moves

Five steps, each done by one specialist

Starts with

Money owed by a customer or client

First

1Sends the payment request and checks whether it was paidPayment Request Collector 2Thanks the customer with a receipt when payment landsTransactional Mail Officer 3Reminds customers about late invoices on a scheduleInvoice Chaser

Then

4Answers billing questions from the account recordBilling Desk 5Closes the month with a revenue reportRevenue Reporter

Ends with

Payment requests followed up and a monthly revenue report

the signalthe resultEach step is done by one specialist on the crew

The story

The agent sends the payment request, watches for the payment and thanks the customer when it lands. Late invoices get reminders on a schedule. Billing questions are answered from the account record, and the month closes with a revenue report.

The crew

The specialists behind this role, grouped by the kind of work they do.

Does the work

Payment Request CollectorIt sends a client a payment request with a reference and amount, turns on automatic reminders, checks whether it was paid, and withdraws requests that are no longer due.Also serves The Revenue Rescuer
Revenue ReporterIt answers revenue questions with figures: sales by period, subscriptions, charges and disputes.Also serves The Morning Brief, The Week in Review, The Launch Manager, The Revenue Rescuer
Subscription Change HandlerWhen a customer upgrades, downgrades or cancels it updates their record and loyalty status, and for a cancellation sends a retention message and records the reason.Also serves The Customer Success Manager
Payment Recovery AgentIt sends the buyer a fresh payment link with a short note, watches for the payment, and tells the team whether the sale was recovered.Also serves The Revenue Rescuer
Payment Setup SpecialistIt plans how the business will take payment, then creates the products, prices, one-time and subscription payment links and checkout pages with the business's return addresses, and wires the payment notifications.Also serves The Agency Back Office

Speaks to people

Billing DeskIt answers customers' billing questions by finding the payment, invoice or subscription, and makes approved changes such as updating a subscription.Also serves The Support Desk
Invoice ChaserWhen a payment fails or an invoice goes unpaid it tells the customer with a fresh payment link, reminds them once, and opens a follow-up task for a person.Also serves The Revenue Rescuer
Transactional Mail OfficerIt sends receipts, confirmations, password and security notices from approved templates.Also serves The Message Centre

Keeps knowledge

Company Records ManagerIt keeps one record per customer company, links the people and deals to it, and imports company lists.Also serves The Lead Catcher
Deal File ClerkFiles each document against the right deal, company or contact, finds it on request and removes outdated copies.Also serves The Customer Success Manager

Audits and guards

Pricing Change WatchdogIt compares the change with the approved offer and alerts the owner when a price or link has drifted.Also serves The Shop Manager

Where this crew also works

Each bar counts the specialists this role shares with another.

Routes

Routes this role works in. Its place in each one is filled in.

A comment becomes a customer

The engineering behind this role

Business systems as safe agent toolsCapability All capabilitiesThe engineering, by what it does