Control Comment Invoice For Free

If you have already issued the invoice but the customer has not paid, send a friendly email or make a polite phone call explaining the mistake, and then issue a new invoice. If the customer has already paid, make a correction adjustment on a future invoice, or issue another invoice or credit correcting the mistake.

You can enter a comment in an invoice to explain, for example, why an amount was entered or to provide extra information about a particular invoice. Both the declaring company and the partner can enter or modify a comment.

Step 3. Three-Way Matching. The 3-way matching process is a quality control measure to ensure that the three documents in an invoice paying process correspond: Purchase Order (PO) ? the order or request for goods/services.

5 tips to mastering invoice management Automate your billing process for speed and accuracy. ... Create a comprehensive checklist of information for each invoice. ... Set up invoice timing that is beneficial to your cash flow. ... Make sure all payment terms are agreed on in advance. ... Monitor your accounts receivable efficiency.

Here are the steps for invoice processing: Capture, general ledger (GL) code, and match supporting documents such as a purchase order and/or delivery receipt. Send invoices to authorized approvers to approve or reject invoices. Authorize and submit invoices for payment in a financial system.

There are four key steps to the automated invoice process. Utilize capture and intelligent indexing. ... Establish a rules-based automated routing workflow. ... Automate invoice approval and system synchronization. ... Maintain secure and compliant archiving.

Invoice Preparation Checklist Invoice Template. Use your standard template that has header, business name, contact details and VAT Number. Date. Add the date. Invoice Number. Unique number which can be numbers and letters. Customer Details. ... Description. ... Costs. ... Payment Terms. ... Approval.