Client charging checklist

Gather all necessary documents related to the client's account

Review the client's billing history and any outstanding balances

Check if there are any special billing requirements or agreements for the client

Ensure the client's name, contact details, and billing address are up to date

Confirm the client's account number or unique identifier

Verify the client's preferred method of payment

Determine the services or products provided to the client

Review pricing agreements or contracts to determine the correct rates

Calculate the charges based on the agreed-upon pricing structure

Check if the client is eligible for any discounts or promotions

Apply the appropriate discounts or promotional codes if applicable

Double-check the calculations to ensure accuracy

Determine if there are any additional charges or fees for specific services or products

Include any applicable taxes, surcharges, or shipping fees

Clearly outline and itemize all additional charges for transparency

Double-check all calculations and amounts for accuracy

Obtain necessary approvals from relevant parties, such as a supervisor or finance department

Ensure all charges align with the client's agreed-upon terms and conditions

Create a professional invoice with the client's name, contact details, and billing address

Include a detailed breakdown of the charges, discounts, and additional fees

Send the invoice to the client through the preferred method (email, mail, etc.)

Record the charges in the client's account or billing system

Update the client's account balance with the new charges

Keep a copy of the invoice and supporting documents for future reference

Monitor the client's account for payment receipt

Send reminders or follow-up communications for any overdue payments

Coordinate with the finance department or collections team if necessary

Provide prompt and helpful responses to any billing inquiries from the client

Investigate and resolve any billing discrepancies or disputes

Maintain clear and organized documentation throughout the resolution process