Track Billed and Unbilled Services with Remindoo Revenue & Fee Overview
Track billed and unbilled amounts across all clients to get a clear overview of revenue, fees, and outstanding amounts.
How to do it in Remindoo
- Open the client's invoice summary.
- Review total, paid, outstanding and overdue amounts.
- Choose View Invoices.
- Review invoice-list KPI cards.
Invoice summary in one click
Total invoices, overdue invoices, total, paid, outstanding and overdue amounts, drafts and last invoice, with View invoices.
Watch the cash KPIs
Outstanding, overdue, draft and paid-this-month totals sit at the top of the invoice list, so the state of your billing is visible before you open a single invoice.
With the Remindoo Dashboard, you can see exactly how much revenue has been billed and what’s still pending for each client. This offers accountants a real-time overview of expected income, ensuring that firms stay on top of their finances all month long.
Real-Time Revenue Clarity Straight from Your Dashboard
Remindoo Dashboard gives accountants a quick overview of their revenue. It highlights the firm's expected earnings, allowing you to stay financially aware at any point in the month. With this real-time visibility, your firms can monitor their income with confidence
Smart Revenue Automation for Accountants
Remindoo takes the hassle out of tracking billed and unbilled amounts across your clients. It automatically calculates all the revenue and shows it on your dashboard. Accountants can get immediate and accurate revenue insights, so they can focus on what really counts. Because with Remindoo, you do not need to switch tabs or do tedious calculations.
Capture Every Fee Automatically
With the revenue insights on the Dashboard, accountants can easily track the billing for all services. So, no potential revenue gets overlooked. You can instantly see any overdue fees right on time. This is important for maintaining cash flow and preventing losses from late invoicing.
Improve Pricing Decisions with Clear Insights
By monitoring how much of the work translates into revenue, accounting firms can determine whether their service prices are in line with the effort they put in. This approach not only helps refine fee structures but also strengthens proposals and increases profitability over time.
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Why organised billing matters for accounting firms
Late or missed invoices quietly damage cash flow. Linking billing to the services you have agreed with each client makes it easier to charge for all the work you deliver.
Healthier cash flow
Invoices raised on time, with a clear record of what is outstanding, reduce the time spent chasing payment.
Fewer missed charges
When fees are tied to agreed services, one-off extras and recurring work are less likely to be forgotten.
Fewer fee disputes
Clients who signed a proposal or engagement letter setting out the fee are less likely to challenge an invoice.
Better pricing decisions
Seeing what each client pays alongside the work involved shows where fees need reviewing.
Practical tips from UK practice
- Agree fees in a signed proposal or engagement letter before work starts.
- Keep your services catalogue up to date, so prices on new proposals are consistent.
- Review unpaid invoices every week, not only at month end.
- Review fees annually, and be ready to explain changes in scope.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
