Month-End Billing Cutoff Checklist

BLANK WORKSHEET
BILLING CUTOFF CHECKLIST [run ID / version]
Service period: [dates]
Input cutoff / timezone: [date / time / zone]
Run owner / exception approver: [names]
[ ] Time export versions fixed and approval checked
[ ] Scope changes and expense approvals checked
[ ] PO / recipient / currency / terms verified
Ready item | amount | approval evidence | intended invoice
[rows]
Blocked or late item | reason | owner | next action / date
[rows]
[ ] Existing invoices and schedules checked for duplicates
[ ] Ready invoices previewed before send
Completed invoice references / actual send outcomes: [details]
Late-entry decision / approval / next run reference: [details]

FILLED EXAMPLE (fictional)
RUN-OCT v1 | Fictional service period Oct 1–31
Cutoff Oct 31 at 17:00 in the stated business timezone. TIME-18 USD 1,500 ready; CHG-08 USD 300 blocked for client approval. Project lead reviews Nov 2 and records the next-run decision. No automatic charge is created by the checklist.

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/month-end-billing-cutoff-checklist
Reviewed: 2026-10-02