Invoicing
This term defines how long a client has to submit payment to PG
net terms
PG receives payments from clients with this frequency
Every day
This platform us used to reapply payments
HubSpot
The platform used for invoicing and time tracking
Bullhorn
This document is required in order to apply customer payments to invoices.
Remittance report from customer
Casey Geiger
Leanna Isho
This is the day of the week for invoice submission
Thursday
This is sent when an invoice reaching 16+ week bucket on the aging report
A collections notice
This is created when PG needs to adjust an invoice, bill rate, or hours due to an internal error.
A return
This report is sent weekly to clients to reflect their outstanding balance
The collections report (or Statement of Account - SOA)
These are the two methods used to apply account payments (name one)
Straight apply & coding
This tool is used to reapply payments.