Process Library

Customer Invoicing

An invoicing process that bills accurately and on time from a confirmed source of truth, so revenue is collected and recorded cleanly.

Finance 6 steps
When to use

On each billing cycle, or when a new contract or milestone triggers a charge.

Trigger
Runs when: A billing cycle date or a billable contract or milestone event

The procedure

6 steps

  1. Pull the billable items from the confirmed source of truth: contract, usage, or completed milestone.
  2. Verify the amount, term, taxes, and any agreed discount against the contract.
  3. Generate the invoice with clear line items, the due date, and payment instructions.
  4. Send to the correct billing contact and log the invoice in the CRM and accounting system.
  5. Set a follow-up for the due date and the standard reminder cadence.
  6. On payment, record it against the invoice and clear the receivable.
Outputs
  • An accurate, sent invoice
  • A logged receivable in the accounting system
  • A follow-up reminder scheduled
Tools
Billing systemAccounting systemCRM
Note: Bill from the confirmed source of truth, never from memory. Most invoicing errors are a mismatch between what was sold and what was billed.
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Related searches
invoicing sop billing process accounts receivable invoice checklist revenue collection sop

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