# Customer Invoicing

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

**Category:** Finance

**When to use:** On each billing cycle, or when a new contract or milestone triggers a charge.

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

## 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 system
- Accounting system
- CRM

## Notes

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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Free SOP from the OrgTP Process Library — https://orgtp.com/process-templates/customer-invoicing
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