Invoicing
Payments
Reconciliation
100

This term defines how long a client has to submit payment to PG

net terms

100

PG receives payments from clients with this frequency

Every day

100

This platform us used to reapply payments

HubSpot

200

The platform used for invoicing and time tracking

Bullhorn

200

This document is required in order to apply customer payments to invoices.

Remittance report from customer

300

This is the day of the week for invoice submission

Thursday

300

This is sent when an invoice reaching 16+ week bucket on the aging report

A collections notice

400

This report is sent weekly to clients to reflect their outstanding balance

The collections report (or Statement of Account - SOA)

400

These are the two methods used to apply account payments (name one)

Straight apply & coding

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