How to Name and Version Invoice Files

BLANK WORKSHEET
INVOICE FILE REVIEW CHECKLIST
Naming standard / archive owner: [reference]
Client label / actual invoice ID / issue date / version: [details]
Normalized filename / collision check: [details]
Actual file identity and amount match: [evidence]
Change reason / approval / superseded reference: [details]
Exact approved attachment / actual sent reference: [details]
Issued correction review, if required: [reference]
Reviewer / unresolved action: [details]

FILLED EXAMPLE (fictional)
Fictional INV-441 v02 uses Northstar_INV-441_2026-10-02_v02.pdf. Reviewer checks document identity and amount against REVIEW-44, confirms no archive collision and retains v01. Actual sent attachment reference is captured separately. No charge correction is inferred from the suffix.

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/name-and-version-invoice-files
Reviewed: 2026-10-02