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This procedure documents the steps involved with creating and sending customer invoices for services and products provided by your company.

Having the bookkeeping role performanced by somebody other than the business owner, frees up time to focus in other areas of the business. The procedure enables you to delegate the invoicing task, while still being in control of your financial affairs.

You can personalise this document by replacing the token “[Your Company]” with your business name. Other tokens are used to insert details that are relevant to the accounting software package you are using. You are able to edit the document to reflect what is most relevant to your business. Remove or add content as deemed necessary.

The “Create and Send Customer Invoices” procedure is recommended to be included within the Finance section of your Company Manual.

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