invoice-drafting

name	Invoice Drafting
description	Draft an accurate, itemized invoice from delivered work and ready it to send.
category	Finance
version	1.0.0

Invoice Drafting

Turn a completed engagement into a clear, correct invoice the client can pay without a follow-up question.

When to use

• Work has been delivered and it is time to bill.
• A recurring invoice is due on its billing date.

Steps

1. Confirm the billable scope against the agreement or statement of work.
2. Itemize each line: description, quantity, rate, and amount.
3. Apply taxes, discounts, and any retainer or deposit already paid.
4. Set the invoice number, dates, and payment terms.
5. Check the math and the remittance details before it goes out.

Output

A ready-to-send invoice with itemized lines, totals, terms, and a due date. Park the send and any payment action for the operator's approval.