Guides
Finding revenue leakage in your finance systems
Practical, no-pitch guides on finding the revenue you have earned but not fully collected, in the systems you already run. Written for finance leaders. If you are new to the topic, start with what is revenue leakage or the overview of revenue leakage detection, and how it compares to AR chasing.
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How to find duplicate invoices and billing errors in Xero
Xero enforces unique invoice numbers but not the same customer billed twice, invoices never chased, or prices that never moved. How to find them, manually and read-only.
How to find duplicate invoices and billing errors in QuickBooks
QuickBooks numbers your invoices and tracks a balance for each, but not the same customer billed twice, a document number reused, invoices never chased, or prices that never moved. How to find them, manually and read-only.
How to find failed card payments in Stripe
Stripe runs its own retries, but once they are exhausted a failed charge just sits there. How to separate a payment Stripe already recovered from revenue that quietly fell through, manually and read-only.
How to find failed Direct Debits in GoCardless
GoCardless tells you a Direct Debit failed, not which failures were never re-presented or chased, or which mandates quietly lapsed. How to find them, manually and read-only.
How to find unapplied cash and unallocated payments
Cash arrives, a payment sits on account, a credit note is raised and never applied. Xero and QuickBooks record each one but do not flag the mismatch. How to find it, manually and read-only.
How to find missed price uplifts and under-billing
Billing systems hold each invoice at the price it was raised, but never notice a rate that never moved at renewal, an agreed uplift that never reached the bill, or a draft that was never sent. How to find them, manually and read-only.
How to find and recover involuntary churn
Some subscription revenue leaves because a payment failed, not because the customer did. How to tell involuntary churn from a real cancellation, in Stripe, GoCardless and your billing system.
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