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Invoicing

Preparation for Invoicing

Confirm project completion and deliverables

Review contract terms and conditions

Gather all necessary documentation (timesheets, project reports, etc.)

Invoice Creation

Select the appropriate invoicing software or template

Input client details (name, address, contact information)

Itemize services provided (including descriptions and rates)

Calculate total amount due, including taxes if applicable

Double-check calculations for accuracy

Approval Process

Send invoice draft to relevant stakeholders for review

Incorporate feedback and make necessary revisions

Obtain final approval from project manager or finance team

Invoice Delivery

Choose delivery method (email, postal service, etc.)

Ensure invoice is sent to the correct client contact

Include payment terms and due date on the invoice

Follow-Up

Set reminders for payment due dates

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

Maintain communication with the client regarding any payment issues

Record Keeping

Archive copies of all invoices sent

Document payment receipts and confirmations

Update financial records accordingly for reconciliation purposes

Review and Improvement

Analyze invoicing process for efficiency and accuracy

Gather feedback from team members involved in invoicing

Implement improvements based on review findings

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