ToolsInvoice Audit Checklist
Ensure every invoice gets paid faster. Eliminate common errors that delay payments.
Essential Information
Your business name (or your name)
Client needs to know who they're paying
Invoice number
Helps both parties track payments
Invoice date
Establishes when the invoice was issued
Payment due date
Sets clear expectation for when you expect payment
Client's name and business name
Ensures the invoice reaches the right person
Detailed description of work completed
Client knows exactly what they're paying for
Total amount due
Clear, prominent display of what's owed
Payment methods accepted
Client knows how they can pay you
Your contact information
Client can reach you with payment questions
Optional but Helpful
Purchase order number (if client provided one)
Some companies require this for accounting
Late payment terms
E.g., 'Payment due within 14 days. 5% late fee after 30 days'
Tax information (if applicable)
Required in some locations or for certain business types
Discount for early payment
Incentivizes faster payment
When to Send Your Invoice
Send invoice immediately upon completion or delivery
Why: While the work is fresh in the client's mind
Send on a regular schedule (e.g., every Friday, end of month)
Why: Creates predictability for both parties
Consider milestone invoicing (e.g., 50% upfront, 50% on completion)
Why: Protects you from non-payment after investing significant time
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Pro Tips:
- Use invoicing software (Wave, FreshBooks, PayPal) to look professional
- Save a copy of every invoice you send
- Follow up on unpaid invoices after the due date - politely but firmly
- Consider requiring a deposit for new clients