Invoicing and Billing Controls Review
Check that every job is billed once and correctly.
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Review invoicing controls. Steps from job completion to invoice, a sample of ten jobs and invoices, and credit notes issued: [BILLING_DATA]. Who creates, approves and sends invoices: [ROLES]. Unbilled work found: [UNBILLED]. Check completeness, accuracy against quotes, timing, duplicate invoices, credit note approvals, and reconciliation to the bank. Calculate the value of unbilled or late-billed work from my figures. Return a table with Job, Billed?, Accuracy, Delay and Fix, controls to add, and a monthly check. Tax invoicing rules are [VERIFY] for [JURISDICTION]. Also suggest a monthly comparison between completed jobs and invoices issued, with an owner and a deadline, to catch unbilled work. Do not recommend products, investments or lenders. Explain what the numbers suggest and what they cannot show, and list the questions I should take to a licensed adviser. Close with the one change you would make first if I had only thirty minutes, and explain why it beats the alternatives in effect and in risk.
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