Client Billing Handover Template

BLANK WORKSHEET
BILLING HANDOVER [ID]
Client legal entity / address: [details]
Billing recipient / portal requirement: [details]
Project / service period / currency: [details]
PO / approval requirement: [reference]
Approved charges | amount | evidence
[rows]
Approved expenses | amount | receipt / approval
[rows]
Excluded pending items | owner | next action
[rows]
Ready subtotal / tax treatment to confirm: [details]
Due-date basis / send target: [details]
Readiness: [ready / blocked / needs review]
Blockers / owner / review date: [details]
Sender / backup / access owner: [names, no credentials]
After sending: [invoice ID / actual send / delivery outcome]

FILLED EXAMPLE (fictional)
HAND-22 | Fictional WEB-18 | USD
Design approval 4,800, APPROVAL-6; expenses 200, EXP-12.
CHG-08 extra 300 excluded pending client approval; project lead owns follow-up.
Ready subtotal 5,000 before tax; billing lead reviews recipient and PDF Oct 7.
No credentials stored in this packet.

BEFORE USE
Replace every bracketed field. Examples are illustrative. Confirm your agreement, local invoice requirements, and applicable tax treatment separately. This download does not send an invoice or update a billing record.

Source page: https://www.getinvoiceagent.com/templates/client-billing-handover-template
Reviewed: 2026-10-02