Slide Deck

48 Slides available anytime
  • 48 Slides

Accurately Reporting Invoices and Receipts


Gain a comprehensive guide to managing your invoicing systems and identifying ways to implement effective invoicing and receipting procedures.

Many business owners take for granted the importance of having a systematic invoicing and receipting procedure in place and how it can seriously affect cash flow and bad debt. Businesses often do not understand that their invoice format and procedure alone can determine payment or not. Poor procedures can lead to delays in payment or no payment at all. Systematic tracking of payments is also key to determining what goods or services have been paid and what is still outstanding. This topic helps the persons responsible for invoicing and receipting to understand how first to establish a tracking system and then what is required to carry the processes out effectively and explains the impact of not resolving payment discrepancies in a timely fashion. Failure to bill accurately and collect timely is the downfall of many businesses. This is critical for any business that wants to get paid.



Lynn Izzo

Debt Collection Consultants

  • Owner/operator and founder of Debt Collection Consultants since 2005, an independent advisor and consultant providing best practices and solutions for accounts receivable management from billing to collection to a diversified business client base
  • Practice emphasizes all aspects of debt collection and accounts receivable management solutions including, but not limited to, billing and aging analysis, collection policy development and enforcement, staff training, correspondence preparation, delinquency reduction and resolution, dispute negotiation, A/R structure consultations, A/R process and design to maximize revenues, skip tracing, and locating assets
  • Conducts regular seminars, workshops, webinars, and on-site/off-site consultations; provides training guides to companies on effectively managing the A/R function; has conducted A/R training workshops for SCORE-Orange County California Chapter
  • Assisted in the highly successful collection of bad debt through proactive measures, effective collection consultations, and hands-on work
  • Works with businesses to streamline their A/R function to reduce delinquencies and maximize revenue
  • Practicing paralegal, paralegal certificate, University of San Diego; B.A. degree in business, Keene State College
  • Can be contacted at [email protected], 714-368-7700, via LinkedIn┬«, or

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.