Invoice readiness
Know what must be ready before an invoice is sent.
For a service business, invoice readiness can depend on the instruction, delivered-work record, evidence, authorised acceptance, buyer particulars and required submission route. Use this checklist to review the upstream record before invoice software or accounting takes over.
Keep or print this page
A printable pre-invoice checklist.
Mark an item only when the retained source supports it. An unresolved item is a prompt to verify the route, not a verdict that invoicing is legally or commercially prohibited.
The current agreement, instruction or purchase order is identifiable and applicable to this work.
The legal and billing entity, supplier details and invoice particulars match the buyer's current instructions.
The completed service, milestone or period can be linked to the instruction and invoice line.
The required service records, deliverables, attendance, reports or other evidence are retained.
Any required acceptance or sign-off is attributable to the authorised buyer or authority.
Prescribed documents, references and form versions are complete or explicitly unresolved.
The required submission channel, package order and acknowledgement expectation are known.
The accounting owner can see the upstream sources, remaining exception and responsible next owner.
This checklist is operational information, not accounting, tax, legal or procurement advice. Stellvia does not invoice, collect debt, guarantee payment or replace the buyer's stated requirements.
Turn the checklist into a route