Invoice & Bill Payment Drafting · QuickBooks Online
We prepare the workflow. You approve the action.
Office Navigators helps solo operators and small business owners manage invoice and bill activity inside QuickBooks Online using a clear approval workflow. We prepare invoices, support routine follow-up on unpaid invoices, enter approved vendor bills, and prepare bill payment drafts for the client's final review and submission.
Designed for owner-managed businesses that need help keeping invoices, unpaid balances, vendor bills, and payment-ready drafts moving without giving up control of their bank account.
QuickBooks Online required · ApprovalMax optional
Plans
Per-document pricing. One clear scope.
Invoice Drafting & Follow-Up
We prepare customer invoices and send approved follow-up on unpaid balances.
Per invoice
Bill Payment Drafting
We enter approved vendor bills and prepare payment drafts for your final review and submission.
Per approved bill
Combined Invoice & Bill Support
Invoice drafting and follow-up plus bill payment drafting in one engagement.
Per combined document
Monthly minimum applies. QuickBooks Online subscription is not included. ApprovalMax may be used for approval communication and workflow tracking.
Office Navigators handles
- Prepare customer invoices in QuickBooks
- Track unpaid and overdue invoices
- Send client-approved follow-up reminders
- Enter approved vendor bills
- Route bills for approval (ApprovalMax optional)
- Prepare payment drafts for your final review and submission
- Maintain organized records inside QuickBooks
- Provide a monthly summary of activity
You handle
- Maintain an active QuickBooks Online subscription
- Invite Office Navigators as an approved user
- Approve invoice follow-up language
- Approve every vendor bill before it is drafted for payment
- Submit all payments directly from your bank or QuickBooks
- Review the monthly summary
What Changes
Fewer late bills. Fewer unpaid invoices.
- Invoices go out faster
- Unpaid invoices receive routine follow-up
- Approved bills are prepared before due dates
- You stay in control of every payment
- Invoice and bill records stay current in QuickBooks
- You get a clear monthly summary of activity
Strict Service Boundary
Office Navigators does not approve bills, submit payments, transfer funds, access bank accounts for payment execution, make payment decisions, provide debt collection services, or provide tax, legal, financial, payroll, accounting, or HR compliance advice. The client remains responsible for reviewing all invoices, approving all bills, submitting all payments, and confirming accuracy.
Ready to hand off invoice and bill drafting?
QuickBooks Online required. Book an Operations Review and we'll walk through what to expect in the first 30 days.