Invoice Review Checklist
Invoice Review Checklist
General Items
- Check for duplicate invoices
- Confirm any previous payments related to this invoice
- Review any adjustments or credits applied
General Information
- Verify invoice date is correct
- Check invoice number for uniqueness
- Ensure vendor information is accurate
- Confirm buyer information is accurate
- Review payment terms and due date
Line Items and Charges
- Compare line items with purchase order
- Check quantities against received goods/services
- Verify pricing against agreement or purchase order
- Calculate total charges for accuracy
- Look for any applicable discounts or taxes
Compliance and Authorization
- Confirm approval signatures are present
- Check for any required documentation (e.g., delivery receipts)
- Ensure compliance with company policies
- Review for any discrepancies or issues that need resolution
Payment Preparation
- Prepare for entry into accounting software
- Verify payment method and instructions
- Schedule payment in line with terms
- Document any notes for future reference
Generated from Panda Checklist
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