Basic
$375per month
Up to 30 combined customer invoices and vendor bills per month.
Account Activation: $520.
Accounts & Billing — Packages
Accounts & Billing
Keep customer invoices, payment follow ups, vendor bills, and approval ready payment preparations organized. Every standard Accounts & Billing package includes the same core administrative services. Pricing depends on the combined number of customer invoices and vendor bills handled each month.
Plus
$770per month
Up to 75 combined customer invoices and vendor bills per month.
Account Activation: $915.
Pro
$1,200per month
Up to 150 combined customer invoices and vendor bills per month.
Account Activation: $1,345.
Book a Consultation
Included with every Basic, Plus, and Pro package
- Customer invoice creation and delivery from approved billing information.
- Customer payment status tracking.
- Overdue invoice reminders according to agreed procedures.
- Vendor bill receiving, organization, and processing.
- Vendor bill due date tracking.
- Payment preparation for client review and approval.
- Outstanding customer balance and vendor bill reports.
Accounts & Billing overages: $8 per additional customer invoice or vendor bill above the monthly package allowance. One shared overage rate applies to all three standard packages. Overages are itemized on the next invoice.
Enterprise Accounts & Billing | Custom Quote
For businesses processing more than 150 combined invoices and bills each month or needing customized approvals, communication workflows, or administrative reporting. We evaluate the workload and complexity before proposing a monthly subscription and separate Account Activation fee.
Account Activation, billing and service boundaries
Understanding Account Activation and monthly billing
Account Activation is a separate one time charge for each purchased monthly service. It covers establishing the agreed service workflow and activating the account. Monthly subscriptions are billed separately. If you purchase Monthly Bookkeeping and Accounts & Billing together, each service retains its full Account Activation fee and monthly subscription, even when both services use one shared client portal.
After signing the agreement, Account Activation and the first monthly subscription are due within three business days. Paid portal access, onboarding, and service delivery begin after payment. Ongoing subscriptions bill automatically each month on the corresponding service start date. Services are month to month, with 30 days written notice for cancellation. Unpaid invoices may result in a service pause after notice and a five business day opportunity to resolve the failed payment, as described in the agreement.
What these services do not include
Paper Trail does not prepare or file tax returns, provide tax or legal advice, or independently authorize or release client payments. Basic accounts payable and accounts receivable tracking within Monthly Bookkeeping is not the same as active invoice creation, payment reminders, and vendor payment coordination under Accounts & Billing.