Preparing Invoices

Outcome

Invoice correctly prepared, sent/given to client and software and paperwork correctly filed

What you will need before you begin

Safety hazards awareness

Any safety hazards to be aware of – delete this section if not needed

• [e.g. nil]
• e.g. enter your own information here

Steps

1. [e.g. Receive instructions from salesperson]

…as a suggestion, add a supporting image or video here

2. [e.g. Print invoice and hand or send to client]

…as a suggestion, add a supporting image or video here

3. [e.g. File paperwork]

…as a suggestion, add a supporting image or video here

4. ..other

Tips

Any tips learnt from previous experiences that should be passed on – delete this section if not needed

• [e.g. Login to quickbooks using your bookkeeper username]
• [e.g. If client is waiting for invoice and will take some time offer them a cup of coffee]

Traps

Any traps to avoid learnt from previous experiences that should be passed on – delete this section if not needed

• [e.g. Always make sure client is not already on the system]
• [e.g. If new client and purchase value is over $5000 make sure you do a credit history check first]