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invoice checklist

Pre-Invoice Preparation

Verify customer details (name, address, contact information)

Confirm order details (products/services, quantities, prices)

Check for any discounts or special pricing agreements

Ensure all required approvals are obtained

Invoice Creation

Select appropriate invoice template

Enter invoice date and due date

Include unique invoice number

Itemize products/services with descriptions, quantities, and prices

Calculate subtotal, taxes, and total amount due

Add payment terms and methods

Review Process

Double-check all entries for accuracy

Ensure compliance with company policies and regulations

Confirm that all attached documents (if any) are included

Get a second pair of eyes for final review

Delivery of Invoice

Choose delivery method (email, postal mail, electronic invoicing system)

Ensure invoice is sent to the correct recipient

Confirm receipt of invoice with customer, if applicable

Follow-Up

Set a reminder for follow-up before the due date

Monitor payment status regularly

Send a polite reminder if payment is not received by the due date

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