Managing receivables in a service business

Key takeaways

• Confirm service scope, completion date, agreed price, and deposit; do not add extra work to the balance without customer approval.
• Tie the remaining payment to a milestone or acceptance record and separate acknowledged from disputed amounts.
• At handover, the worker or agent should record the accepted milestone, remaining amount, and payment date. Separate warranty correction from newly approved paid work.

pDaftar capabilities

• pDaftar supports tracking customer debts and transaction history.
• pDaftar supports sending customer reminders by SMS and Telegram.

Workflow inputs

Confirm service scope, completion date, agreed price, and deposit; do not add extra work to the balance without customer approval.

A service receivable arises from agreed scope and an accepted milestone rather than a product receipt. At order opening, record price, deposit, owner, and the result the customer will approve.

Operating sequence

Tie the remaining payment to a milestone or acceptance record and separate acknowledged from disputed amounts.

Do not quietly add newly discovered work to the original agreement. Obtain customer approval for the changed price or timing, then show the additional obligation on a separate line.

• Write down the service scope, acceptance criterion, and agreed amount.
• At handover, record the document, date, and balance due.
• After a partial payment, update the remainder and next follow-up date.

The balance after service handover

At handover, the worker or agent should record the accepted milestone, remaining amount, and payment date. Separate warranty correction from newly approved paid work.

Limitations

• An internal completed status does not prove customer acceptance. Where a dispute is possible, retain the signed handover, correspondence, or another agreed form of evidence.

Sources

1. pDaftar features — pDaftar
2. pDaftar pricing — pDaftar
3. Starting a Business and Keeping Records — Internal Revenue Service