Invoice checklist

A repeatable flow from quote to payment so nothing slips through when you are busy delivering work.

1 page · Last updated September 10, 2026

Before you send a quote

Customer record is complete (legal name, billing email, address)
Scope and deliverables are documented
Line items, taxes and currency are correct
Payment terms are stated (net 14, net 30, due on receipt)
Quote expiry date is set

Converting quote to invoice

Customer accepted quote in writing or by payment intent
Invoice number follows your sequence
Invoice date and due date are set
Line items match approved quote (note any change orders)
Invoice sent to billing contact with PDF copy saved

After invoice is sent

Reminder scheduled 3 days before due date
Overdue follow-up at +7 and +14 days
Payment recorded with date, method and reference
Receipt or confirmation sent to customer
Project or deal marked paid in CRM

Monthly finance close

All open invoices reviewed (sent, overdue, partial)
Unapplied payments reconciled
Write-offs or credits documented with approval
Aging report exported for leadership

Invoice tracker (blank row per customer)

Customer	Invoice #	Amount	Due date	Status	Paid date

In Taskploy, quotations, invoices and payments link to the same customer record on Standard plans and above.

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