SUNNYBILL — PROJECT AND RECURRING BILLING CHECKLIST
Operational checklist, not contract language or legal/tax advice.

BEFORE WORK
[ ] Accepted scope / version / approval evidence saved
[ ] Billing model stated: hourly, fixed stages, recurring work or reserved capacity
[ ] Included revisions / exclusions / approved expenses defined
[ ] Named approval contact and accounts-payable contact verified
[ ] Purchase order and supplier-setup requirements checked
[ ] Tax treatment checked for your jurisdiction
[ ] Deposit, milestone or monthly schedule recorded without duplicate charges

BEFORE EACH INVOICE
[ ] Unique invoice number assigned in your register
[ ] Service period or named milestone shown
[ ] Work delivered / approved hours reconciled
[ ] Change orders and overages approved before charging
[ ] Previous stage invoices and payments checked
[ ] Due date and currency explicit
[ ] Exported PDF inspected, not merely the browser preview

RECURRING HOURS
Opening allocation:
Eligible carryover and source period:
New allocation:
Approved usage:
Approved overage and rate:
Closing balance / expiry under agreement:
Keep the hour balance separate from the money balance.

AFTER PAYMENT OR CANCELLATION
[ ] Gross payment and transaction reference recorded
[ ] Allocation confirmed; processor fees kept separate
[ ] Any credit / refund documented through an appropriate workflow
[ ] Reminders stopped for settled amounts
[ ] Issued documents and evidence backed up outside browser drafts