Monthly Invoicing Routine
Schedule
Section titled “Schedule”| Task | Day of Month | Owner |
|---|---|---|
| Pull usage/order data | 1st | Sales Ops |
| Generate invoices | 2nd | Finance |
| CEO review | 3rd | CEO |
| Send invoices | 4th | Finance |
| Follow up on overdue | 15th | Finance |
Invoice Generation
Section titled “Invoice Generation”- Export orders from the CRM for the prior month
- Import into the accounting system
- Match against existing contracts and price lists
- Generate invoice PDFs
- Save to
Invoices/YYYY/MM/on Google Drive
Sending
Section titled “Sending”- Email invoices as PDF attachments
- CC:
finance@company.comon all invoice emails - Include payment terms (30 days net)
- Attach the purchase order number if applicable
Overdue Follow-Up
Section titled “Overdue Follow-Up”- Day 31: Automatic reminder email
- Day 45: Phone call from Finance
- Day 60: Escalate to Sales lead
- Day 90: Engage collection agency