First Invoice Checklist

Before You Create the Invoice

• Confirm your company profile is complete.
• Confirm the customer record is accurate.
• Confirm tax and currency settings are correct.

Drafting Checklist

• invoice reference is unique and meaningful
• line items are clear and complete
• quantities, rates, and totals are correct
• due date and payment terms are present

Submission Checklist

• reviewer has approved the draft
• all required fields are complete
• no unresolved validation warnings

After Submission

• confirm status changed successfully
• run validation and resolve any issues promptly
• dispatch only after validation passes

If Something Fails

• correct data first, then retry the step
• keep a clear correction note for audit trail
• escalate repeated failures to your admin/support contact

Next: Invoice Lifecycle.