Quotes and invoicing in Mauricie

Completed work, quotes waiting to be sent and payments to track can quickly create an invoicing backlog. I help you keep a clear record of your sales documents and the next actions required.

Let’s discuss your needs

Based in Saint-Élie-de-Caxton, GESCOM provides remote support to entrepreneurs, self-employed professionals and small businesses in Mauricie, including Trois-Rivières and Shawinigan.

What I can take care of

  • Quote preparation using your rates and the information you provide.
  • Invoice creation and sending based on the details approved with you.
  • Payment tracking updates and identification of outstanding invoices.
  • Client reminder preparation and organization of invoicing records.

A practical example

You have completed several jobs, but the billing information is scattered. I gather the details, prepare invoices for approval and update a tracking sheet showing documents sent, payments received and reminders to schedule.

From accepted quote to invoice

Invoicing starts with consistent information: client details, agreed work, approved rates and job status. An accepted quote provides the basis for an invoice prepared according to your instructions. Changes and missing details are identified before sending, so you can follow preparation, approval and delivery.

Organize reminders with the full context

Before a reminder, we check the invoice, recorded payments and previous exchanges. A shared record can include the sending date, agreed due date, remaining balance and next action. Correction requests and disagreements are flagged for your decision, keeping the follow-up clear.

Getting started

Gather your billing details, quote templates, rates, client information and current invoices. We define who approves each document and when invoices or reminders should be sent.

How will we work together?

  1. Together, we define the tasks you want to delegate, your priorities and deadlines.
  2. You share the necessary documents and access using the arrangements we agree on.
  3. I handle the agreed tasks and keep you informed of any points requiring your approval.

Your questions

Who decides on pricing and terms?

You retain control over prices, terms and commercial commitments. Documents are prepared according to your instructions.

Can you track invoices already issued?

Yes. We can start with existing invoices to organize payment tracking and the reminders agreed with you.

Can I delegate invoice preparation only?

Yes. You can keep responsibility for sending and client communication while delegating preparation. We agree on the required information and approval process.

What if billing information is incomplete?

Missing details are listed for follow-up, such as client information, work descriptions or prices to confirm. Documents can remain in preparation until you respond.

Related services

Let’s discuss your needs

Ready to delegate this task? Contact Aurélie Genin to discuss your needs, the documents available and your preferred working schedule.

Let’s discuss your needs

+1 (819) 996-1177 · gescom.mauricie@gmail.com