AUTOMATE · VAULT BUSINESS SOLUTIONS
Invoicing & Payment Collection Setup
Get paid faster with less chasing. Vault sets up your invoicing software, VAT-ready branded templates, online payment links and automatic reminders, within 3 working days.
Invoices go out late and payments come in later.
Invoices are built in Word or Excel, sent when someone remembers, and followed up one WhatsApp message at a time. Customers pay by bank transfer without references, and reconciling takes hours.
Cash flow suffers even though the work is done.
Professional invoices, easy payment and automatic follow-up.
Vault sets up a modern invoicing workflow so invoices go out on time, customers can pay online and reminders go out automatically.
- Branded, VAT-ready invoices from proper software
- Pay-online links on every invoice
- Automatic, polite payment reminders
- A clear view of what is owed and overdue
Who the Invoicing & Payment Collection Setup is for
Service businesses
Project, retainer and job-based invoicing.
Businesses using Word or Excel invoices
You need proper invoicing software.
Businesses with long payment delays
Receivables are tying up cash.
New VAT registrants
Your invoices need the right VAT fields.
What Vault builds for you
Every item below is part of the Invoicing & Payment Collection Setup package scope.
- Invoicing software recommendation and setup: Zoho Books, QuickBooks, Xero or similar
- Company profile, tax settings and TRN fields
- Branded invoice, quote and receipt templates
- Products and services list
- Customer import of up to 200 records
- Online payment gateway connection
- Payment links and QR codes
- Automatic payment reminder schedule
- Recurring invoice setup for retainers
- Receivables and overdue report
- Bank feed connection guidance
- Team training
What you receive at handover
- A configured invoicing system in your name
- VAT-ready branded templates
- Online payment collection
- Automatic reminders
- Receivables report and recorded walkthrough
Not included in this package
- Bookkeeping, accounting or tax advice
- VAT registration or filing
- Software subscriptions and payment gateway fees
- Historical transaction migration
Need any of these? Ask when you start the project and we will quote it alongside this package.
From start to handover in 3 working days
The delivery clock starts once payment is received, your intake form is complete and the content, assets and access listed below have been supplied. Approvals and verification controlled by third parties (for example Google, Meta, domain registrars or payment providers) follow those providers’ own timelines.
- Day 0
Intake
We confirm your business details, VAT status, services and payment preferences.
- Day 1
Software and templates
Software, tax settings, templates and services are configured.
- Day 2
Payments and reminders
The payment gateway, links, reminders and recurring invoices are set up.
- Day 3
Test and handover
A test invoice and payment are completed and the team is trained.
Client inputs
Once you start, you receive a short intake form. Delivery runs on schedule when these are ready:
- Trade licence and TRN details if VAT-registered
- Logo and brand assets
- Services and standard prices
- Customer list
- Bank and payment gateway account access or approval
- Your accountant’s contact if they need access
Excluding VAT. Software subscriptions and payment provider fees are paid directly.
- Built within 3 working days
- One consolidated round of revisions included
- Everything set up in your name and handed over
- Recorded walkthrough of how to use it
The starting price covers the scope described on this page. Larger requirements are quoted before any payment is taken.
What happens after you start
- Within 1 working day
Confirm the fit
We review your request, confirm the package and scope are right for you, and send the invoice and intake form.
- Day 0
Payment and intake
You pay the invoice and complete the intake form, then share the content, assets and access listed on this page.
- Delivery clock running
We build
Vault produces, quality-checks and presents the work for your review on the stated timeline.
- Final day
Handover
You receive everything, with access, a walkthrough and a recommendation for the next system worth adding.
Invoicing & Payment Collection Setup questions
Is this accounting or tax advice?
No. We set up the invoicing system and templates. Your accountant or tax adviser remains responsible for accounting treatment and VAT compliance.
Which payment gateways can you connect?
We connect gateways supported by your invoicing software and available to UAE businesses. Approval of the gateway account is controlled by the provider.
Will this work with my accountant?
Yes. Most accountants work with the major invoicing platforms, and we can give them access.
Are the templates compliant with UAE e-invoicing?
We include the VAT fields required on tax invoices today and recommend platforms that are preparing for UAE e-invoicing. Your accountant should confirm your specific obligations.
Packages that work with this one
Proposal & Quotation System
Proposal and quotation templates, a pricing library and a tracked process from request to signed.
Business Documentation Kit
Branded quotation, invoice, purchase order, letterhead and client form templates.
Automation & Workflow Setup
Forms, notifications, approvals and document routing that run automatically.
Business Operations Setup
One connected backend for enquiries, clients, quotes, invoices, jobs, files, templates and dashboards.