SUNNYBILL — INVOICE HANDOFF CHECKLIST
General workflow aid; not legal or tax advice.

Invoice reference: ____________________
Client: _______________________________
Reviewed on: __________________________

[ ] Billing identity and submission contact match the agreement.
[ ] Invoice number is unique in the register.
[ ] Purchase order or other buyer references are included.
[ ] Descriptions and service dates identify the approved work.
[ ] Quantities, decimal hours and rates have been checked.
[ ] Currency, discounts, adjustments and applicable tax are checked.
[ ] Due date matches agreed payment terms.
[ ] Payment instructions were checked against a trusted record.
[ ] Exported PDF has been opened and inspected for layout problems.
[ ] A copy of the exact file sent is saved in a backed-up location.
[ ] Email or portal submission record has been retained.

Sent to / submitted through: _______________________________
Date sent: ________________________________________________
Notes: ____________________________________________________

Do not treat a draft or this checklist as proof of payment.
Keep original issued documents and record subsequent corrections.

Guide: https://sunnybill.com/guides/invoice-checklist-before-sending