SOLOSTACK — INVOICE PROCESSING SOP
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WHEN TO INVOICE:
[ ] Milestone completed → invoice within 24 hours
[ ] Monthly retainer → invoice on the 1st of the month
[ ] Project complete → final invoice sent with delivery

BEFORE SENDING:
[ ] Confirm scope of work matches invoice line items
[ ] Double-check rate, hours, or flat fee
[ ] Include invoice number (sequential, e.g. INV-2024-047)
[ ] Set due date: Net 14 or Net 30 (your standard)
[ ] Attach any supporting docs (timesheets, receipts)

SENDING:
[ ] Send via invoicing tool (Wave, FreshBooks, Bonsai, etc.)
[ ] CC yourself
[ ] Note in your tracking spreadsheet: client, amount, date sent, due date

FOLLOW-UP:
[ ] Day of due date — no payment: send friendly reminder
[ ] 7 days late: second reminder with late fee notice (if applicable)
[ ] 14+ days late: direct phone/message + formal overdue notice
[ ] 30+ days late: escalate (collections notice or stop work)

RECEIVED:
[ ] Mark invoice paid in tool
[ ] Note receipt date in tracker
[ ] Send receipt/thank you if appropriate

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