PayPal Invoice Administration and Tracking

Замовник: AI | Опубліковано: 27.12.2025
Бюджет: 8 $

I need a detail-oriented professional to take full ownership of my invoicing workflow. All invoices are issued through PayPal, so you should be comfortable navigating its dashboard, setting up recurring bills, and exporting payment reports. What I expect you to handle day-to-day: • Creating and emailing new invoices as soon as a project milestone is approved • Monitoring the PayPal activity feed to confirm when each invoice is paid and noting that status in a shared Trello board • Sending polite, timely reminders and follow-ups on any overdue invoices We do work with clients in different countries, so every now and then you’ll have to issue or reconcile payments in another currency; clear communication around exchange rates and fees is important when that happens. Each Friday I’d like a concise summary of: invoices sent, payments received, outstanding balances, and actions taken on late accounts. As long as the information is accurate and the tone remains professional, you’re free to refine the process and suggest automations or templates that save us both time.