Billing and dispatch
Billing Checklist
- Check customer name and contact information.
- Ensure billing address matches the order.
- Validate customer account status.
- Confirm any special requirements or notes.
- Review items ordered for accuracy.
- Check pricing against the latest price list.
- Verify quantities and any specific instructions.
- Ensure tax calculations are correct.
- Review eligibility for discounts or promotions.
- Apply discounts to the invoice as applicable.
- Calculate final pricing after discounts.
- Document promotional codes used.
- Sum item prices and applicable taxes.
- Subtract any discounts applied.
- Ensure calculations are accurate.
- Review for any additional fees or charges.
- Use the billing software to create an invoice.
- Include all necessary customer and order details.
- Ensure invoice number is unique.
- Double-check for accuracy before finalizing.
- Choose the preferred delivery method (email, mail).
- Attach invoice document in the correct format.
- Confirm receipt of the invoice with the customer.
- Follow up if there is no response within a few days.
- Specify payment due date clearly on the invoice.
- Include accepted payment methods.
- Outline any late payment penalties or fees.
- Document terms in the customer’s account file.
Use in Manifestly