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The Getting Paid Checklist
15 things to verify before you send any invoice. Stop leaving money on the table because of missing details, wrong addresses, or forgotten payment terms.
Before You Create the Invoice
01Confirmed the correct legal entity name and billing address for the client
02Verified the right contact person / AP email for invoice delivery
03Checked if a Purchase Order (PO) number is required — and included it
Invoice Details
04Invoice number follows your sequential numbering system
05Invoice date is today’s date (or agreed billing date)
06Payment terms are clearly stated (e.g., "Net 30 — due by [date]")
07Due date is explicitly written (don’t make them calculate it)
08All line items have clear descriptions of work performed
09Amounts are correct and totals add up (including tax if applicable)
10Currency is specified
Payment Information
11Your bank details / payment link are included on the invoice
12Accepted payment methods are listed
13Late fee policy is referenced or attached
Before You Hit Send
14Invoice is in PDF format (not a Word doc or spreadsheet)
15You’re sending to the correct person (AP department, not your day-to-day contact — unless they’re the same)
Pro Tips
- Send invoices on Tuesday–Thursday mornings for fastest processing.
- Always CC yourself so you have a sent record.
- Follow up if you don’t receive a confirmation within 2 business days.
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