Source
Which proposal, contract, message, invoice, or delivery record supports this action?
Template
Invoice Readiness Report
A short readiness report for checking delivery, approval, open issues, and payment terms before sending the final invoice.
Use it when
Start from a clear structure, then check the facts.
These templates are deliberately plain. The value comes from pairing the message with the source records that support it.
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]Before sending
Review the evidence first.
Status
Is the project confirmed, unclear, overdue, or blocked by a missing record?
Tone
Does the message fit the client relationship and the current state of the work?
Related
Continue with the matching workflow.
FAQ
Who should use Invoice Readiness Report?
Independent professionals and small teams who need a calm, source-aware starting point before sending a client message.
Should I copy it exactly?
Use it as a structure, then adjust the facts, tone, and relationship context before sending.
What should I check first?
Check the relevant approval, scope, delivery, invoice, or payment record before using the template.
Early access
Bring this template into real client work.
Early access helps us test these workflows against actual project records.