Invoice Send-Time Refresh Decision Record

BLANK WORKSHEET
SEND-TIME REFRESH DECISION
Invoice / client / reviewer / scheduled time: [details]
Approved basis / agreement / currency: [details]
Test ID/time / tested hours and subtotal: [details]
Time source / account / project / dates / eligibility: [details]
Time-refresh setting / reason / actual saved check: [details]
Currency basis / conversion setting / agreed treatment: [details]
Changed-input scenario / potential amount / decision: [details]
Required recheck owner / checkpoint: [details]
Final saved configuration / latest test reference: [details]

FILLED EXAMPLE (fictional)
Fictional REFRESH-71 for INV-731: test shows 10 hours at USD 90 = USD 900. A source addition to 11 hours would make USD 990. Approval AUTH-71 fixes the fee at USD 900, so the owner uses a fixed line and verifies time refresh off. No FX applies in this example. Saved configuration and latest test are retained.

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/invoice-send-time-refresh-decision-record
Reviewed: 2026-10-05