Your first invoice run

Assembling invoices from delivered work, and the checks to run before anything is sent.

Why the first run is the risky one

Because everything downstream of it is visible to customers. A wrong rate, a missing line or a duplicated milestone reaches the person who pays you, and correcting it costs a credit note and some credibility.

Your first invoice run, in three chapters

Before you run it

Check three things: that customer payment terms came across correctly, that the rate on each contract is the rate that was agreed rather than a list price, and that tax treatment is right per customer.

Then run it as a draft and read it line by line against the delivery record. Not the totals — the lines.

Read next

Your first invoice run, answered.

Rather have someone walk it with you?

Half an hour with your own data usually saves reading three of these. The guides will still be here afterwards.