Manage It · Ongoing workflow support
Managed invoicing & bill pay support
We prepare the workflow. You approve the action.
Office Navigators helps solopreneurs and owner-led businesses 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 your final review and submission.
This service is 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.
Invite us to your QuickBooks Online file and we'll take it from there.
Office Navigators handles
- Prepare and draft customer invoices in your QuickBooks Online file
- Track unpaid and overdue invoices
- Send client-approved follow-up on past-due balances
- Enter approved vendor bills
- Route bills through a defined approval workflow
- Prepare payment drafts for your final review and submission
- Keep invoice and bill records organized inside your file
- 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 all vendor bills before payment drafting
- Submit all vendor payments directly
- Confirm accuracy of records and balances
Pricing
Pricing quoted per engagement — call to discuss.
Every engagement is scoped around your invoice volume, bill activity, and approval workflow. Call 980-222-1366 and we'll walk through what your situation needs and what it would cost.
- QuickBooks Online required.
What changes
The workflow keeps moving without you chasing it.
- Invoices go out on schedule instead of when you remember
- Unpaid balances get routine, professional follow-up
- Approved bills are entered and ready before due dates
- Payment drafts wait for your approval, not your data entry
- Your file stays current between tax seasons
- You keep full control of your bank account
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.
Office Navigators provides project-based setup, cleanup, training, systems, and defined workflow support for QuickBooks Online users. We do not provide tax preparation, audits, legal advice, CPA services, payroll processing, financial advice, or general monthly bookkeeping. Clients remain responsible for business decisions, tax filings, bill approvals, payment authorization, and the completeness of information provided.
Ready to hand off the invoice and bill workflow?
Call and we'll walk through what the first 30 days look like.