AI Checklist Generator

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выставление счета

General Information

Verify the accuracy and completeness of customer details (name, address, contact information, etc.).

Ensure the invoice date is correct and aligned with the services rendered.

Double-check the invoice number for uniqueness and proper sequencing.

Include any applicable reference numbers or purchase order details as required.

Verify the currency and exchange rates if applicable.

Service Details

Clearly specify the type of transportation service provided (e.g., cargo delivery, passenger transport, logistics).

Provide a detailed description of the services rendered, including origin and destination points, distance, duration, etc.

Include any additional services provided (e.g., packing, loading, unloading, insurance) and their respective costs.

Break down the charges by units (e.g., per kilometer, per hour, per passenger, per ton) and specify the rates.

Cost Calculation

Calculate the total cost for each service provided by multiplying the quantity or distance by the respective rate.

Include any applicable taxes, surcharges, or fees as required by local regulations or agreements.

Clearly indicate any discounts, promotions, or adjustments applied to the invoice.

Sum up all the individual costs to calculate the subtotal before adding taxes or discounts.

Payment Terms and Methods

Clearly state the payment terms, such as the due date, payment period, and any penalties for late payment.

Provide detailed instructions for payment methods accepted (e.g., bank transfer, credit card, online payment).

Include the necessary bank or payment details for smooth and accurate transactions.

Specify any additional information required for payment processing, such as invoice references or customer codes.

Additional Information

Add any special notes or terms and conditions relevant to the transportation services or the specific invoice.

Attach any supporting documents, such as delivery receipts, transport manifests, or customs documentation.

Include contact information for customer inquiries or dispute resolution.

Proofread the invoice for accuracy, readability, and clarity before finalizing.

Distribution and Recordkeeping

Determine the appropriate delivery method for the invoice (e.g., email, mail, online portal).

Keep a copy of the invoice for recordkeeping purposes, ensuring compliance with legal requirements.

Update the organization's financial records and accounting systems with the invoice details.

Monitor and track payment status to ensure timely and accurate revenue recognition.

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