Receivables follow-through
For small B2B service businesses

LedgerSolve Resolution Desk

Turn overdue invoices into organized next steps.

Keep clients, invoices, payment history, and notes in one clear place to work from.

For freelancers, consultants, agencies, and other service teams.

A clearer paper trail

From invoice to resolution

3 clear steps
01

Bring the invoice in

Add a client and invoice manually, then keep dates, amount, and notes together.

Start with the record

02

Review the record

See the workflow status, current balance, payment history, and next action before the next conversation.

Your team stays in control

03

Keep the next step clear

Record actual payments separately from promise-to-pay events, disputes, and workflow decisions.

Resolve with context

Invoice decisions stay owner-reviewed.
An illustrative workflow, not a product screenshot.

The working rhythm

One record. A clearer current balance.

Keep the history with the invoice so every review starts with context, not a search through old threads.

See what stays visible

01

Collect the details

Add an invoice manually, then keep its balance, dates, client, and notes together.

02

Review before the next conversation

Review the saved invoice details and payment history before deciding what comes next.

03

Record what happens next

Log a promised payment date, partial payment, dispute, pause, or status change and keep the account’s next action visible.

Human review has a place

Invoice decisions stay visible.

Payment conversations can change quickly. LedgerSolve keeps the balance, payment history, and notes visible so the next step can be reviewed by a person.

Pause or review invoice follow-up activity when needed

Examples of situations that deserve a human review:

  • A client raises a dispute, complaint, or legal issue
  • An active promise passes its date without a recorded payment
  • The invoice is paused, disputed, paid, or written off
  • Required client or invoice information is missing

Straightforward monthly plans

Start with the work in front of you.

Compare the monthly plans and see which capabilities are available today or planned.

Essential
Everything you need to organize overdue invoices and keep the next action clear.

$35/ month

Monthly plan details and feature availability are shown on the pricing page.

Business
For growing businesses that need shared organization-scoped records, coordination, and manual follow-up drafting.

$55/ month

Monthly plan details and feature availability are shown on the pricing page.

Team
For teams that need organization-scoped coordination and higher-volume workflow.

$95/ month

Monthly plan details and feature availability are shown on the pricing page.

Monthly prices shown in USD. See the full plan comparison for availability labels and scope.

A calmer way to keep records

Make the current balance easier to see.

Get in touch to ask about LedgerSolve Resolution Desk and its monthly plans.

Contact LedgerSolve

LedgerSolve organizes records; it does not guarantee payment or replace professional advice.