How to Hand Over Client Billing Between Team Members

BLANK WORKSHEET
BILLING HANDOVER REVIEW
[ ] Approved charges and evidence references present
[ ] Pending charges separated and owned
[ ] Service period / currency / client entity checked
[ ] Recipient / PO / submission route verified
[ ] Terms / due date / required attachments checked
[ ] Ready / blocked / needs-review decision recorded
[ ] Sender and backup assigned
[ ] Duplicate existing schedule checked
[ ] PDF and recipient preview completed
[ ] Actual send outcome / exception owner recorded

FILLED EXAMPLE (fictional)
TIME-18 v1 approved subtotal USD 1,500; approved expenses USD 200. Packet blocked for missing PO. Project lead obtains reference, billing owner previews the USD 1,700 before-tax draft and verifies there is no duplicate schedule.

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/guides/handover-client-billing
Reviewed: 2026-10-02