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Billing process

1. Pre-Billing Preparation

  • Identify key billing terms, including payment schedules and due dates.
  • Check for any discounts or special pricing agreements.
  • Verify contract expiration dates and renewal terms.
  • Document any discrepancies or issues for further clarification.
  • Collect all timesheets, ensuring they are signed and dated.
  • Retrieve delivery receipts or proof of service completion.
  • Organize documents by client or project for easy access.
  • Confirm that all documentation is complete and accurate.
  • Review all project-related expenses and invoices.
  • Allocate costs to the correct accounts or projects.
  • Double-check calculations for accuracy.
  • Document any adjustments or corrections needed.

2. Invoice Generation

3. Approval Process

4. Invoice Delivery

5. Payment Tracking

6. Dispute Resolution

7. Reporting and Analysis

8. Documentation and Record Keeping

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