Templates
Uncategorized
Invoice Approval Workflow Checklist Template
Invoice Approval Workflow Checklist Template

Invoice Approval Workflow Checklist Template

Run this checklist whenever you need to manage invoice generation.
1
Introduction:
2
Information:
3
Record invoice details
4
Record client details
5
Record your details
6
Invoice:
7
Create and upload the invoice
8
Approval: Invoice (Bookkeeper)
9
Send invoice to client
10
Collect payment
11
(Conditional) Follow up with client if payment has not yet been received
12
(Conditional) Collect late payment
13
Sources:
14
Related checklists: