Invoicing Checklist

Client Information

Description of Services Rendered

Payment Terms

Invoice Number

Legal Information

Advertising Invoicing Checklist

Advertising can be a complex and costly process, and proper invoicing is critical to ensure all parties involved are paid on time. To help you keep your advertising invoicing process on track, here is a checklist of essential steps you should take:

1. Get All Necessary Information

Before you create an invoice, make sure you have all the necessary information. This includes the client’s name, address, contact information, billing contact, the products or services you’re invoicing for, the agreed-upon payment terms and any additional notes.

2. Create an Invoice

Once you have all the necessary information, you can create the invoice. Make sure you include your company name, address and contact details, a unique invoice number, a list of products or services provided, the total cost and any applicable taxes. You should also include any payment terms and conditions.

3. Send the Invoice to the Client

Once the invoice is created, it’s time to send it to the client. You can either email the invoice directly or print it and mail it. Make sure you get confirmation of receipt from the client. You should also keep a copy of the invoice for your records.

4. Follow Up If Necessary

If you don’t get a response from the client after sending the invoice, you may need to follow up. Make sure you follow up in a timely manner, as this will help ensure you get paid on time. You can also use an invoicing software to automate the process and set up reminders for yourself.

5. Record Payment

Once you receive payment from the client, make sure you record it. This will help you keep track of your income and ensure that you are properly compensated for your services. You should also keep a copy of the payment receipt as proof of payment.

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