Agreement
What was originally promised or approved?
Guide
Invoice Readiness Checklist for Consultants
Check consulting deliverables, call notes, acceptance signals, and payment terms before sending the final invoice.
Framework
Review the decision before writing the message.
Change
What new fact changes timing, cost, scope, or tone?
Action
What message, invoice, confirmation, or wait state is now supported?
Copyable
Invoice Readiness Report
ready to invoice
Invoice Readiness Report
# Invoice readiness report
Project: [project name]
Invoice: [invoice number]
Delivery:
- Deliverables sent: [yes/no]
- Source record: [file/message/date]
Approval:
- Approval found: [yes/no/partial]
- Source record: [file/message/date]
Open issues:
- Scope change unresolved: [yes/no]
- Delivery concern unresolved: [yes/no]
Payment terms:
- Invoice trigger: [delivery/approval/date]
- Due date: [date]
Decision:
- Ready to invoice: [yes/no/confirm first]
- Confirmation message needed: [message]Related
Use this with Revelare.
FAQ
What is the first thing to check?
Start with the source record that controls the decision: agreement, approval, delivery record, invoice, or payment promise.
Can I use the template without Revelare?
Yes. The template is useful on its own, but Revelare is designed to connect it to the supporting client records.
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