Tracking and Managing Client Invoices

Tracking and Managing Client Invoices

Efficient tracking of client invoices is vital for timely collections and maintaining strong client relationships. Here’s how you can manage this process at JLL:

Accessing Invoice Information:

To track client invoices, follow these steps:

1. Log into Finance System: Use JLL’s finance platform to access client invoice records.
2. Select Client Account: Navigate to the specific client account for which you need invoice details.
3. Review Invoice Status: Check the status of each invoice, such as 'Pending', 'Paid', or 'Overdue'.

Monitoring Invoice Activity:

Regularly monitor the following:

• Payment Due Dates: Ensure timely follow-up on upcoming due invoices.
• Pending Payments: Identify overdue invoices and initiate collection actions.
• Client Communication: Keep clients informed about their invoice statuses and any necessary actions.

Addressing Issues:

If discrepancies arise, such as incorrect charges or missing payments, promptly investigate and resolve these issues to prevent delays in collections.

Support:

For assistance with invoice tracking, contact the JLL finance support team. We are dedicated to helping you manage client accounts effectively.