lista de verificacao do processo de faturamento

Gather all necessary information for invoicing, including customer name, address, and contact details

Review sales orders and confirm the accuracy of the products or services being invoiced

Check that all required supporting documents are attached to the invoice (e.g., purchase orders, delivery notes, etc.)

Ensure that pricing and quantities on the invoice match the sales orders

Validate the correct tax rates and apply them accurately to the invoice

Confirm that all discounts or promotions are correctly applied to the invoice

Double-check that the invoice number is unique and sequential

Verify that the invoice date is accurate and complies with the company's billing policy

Compare the invoice details against the customer's contract or agreement

Check for any special billing instructions or terms specific to the customer

Ensure that all required approvals or authorizations are obtained before issuing the invoice

Verify that the invoice is addressed to the correct person or department within the customer's organization

Review the payment terms and due date specified on the invoice

Confirm that all necessary supporting documentation is included with the invoice

Check for any outstanding credits or adjustments that need to be applied to the invoice

Validate that the invoice format and layout adhere to the company's branding guidelines

Prepare a cover letter or email to accompany the invoice

Send the invoice to the appropriate contact or department within the customer's organization

Use the customer's preferred method of invoice delivery (e.g., email, mail, online portal)

Keep a record of when the invoice was sent and the delivery method used

Follow up with the customer to confirm receipt of the invoice

Provide any additional information or clarification requested by the customer regarding the invoice

Record and track any communication or correspondence related to the invoice

Monitor the payment due date and follow up on any overdue invoices

Keep track of payments received and update the accounting system accordingly

Reconcile payments against outstanding invoices regularly

Investigate and resolve any discrepancies or payment disputes promptly

Apply any credits or adjustments to the customer's account as necessary

Provide regular reports or updates on the status of invoices and payments to management or stakeholders

Maintain accurate and up-to-date records of all invoice-related activities and transactions