Recurring Invoice Restart Checklist

BLANK WORKSHEET
RECURRING RESTART CHECK
Client / hold reference / restart owner: [details]
Authorized restart evidence / effective service period: [details]
Scope / fee / currency / partial-period rule: [details]
Skipped-period treatment: [approved reference]
Existing queued/sent records for first period: [IDs / findings]
First invoice / unique scope / amount check: [details]
Recurrence enabled / monthly day / hour / timezone / weekend choice: [settings]
Service label / send time / due date / refresh settings: [checked values]
Saved test / reviewer / actual result: [details]
Next generated invoice review owner: [details]

FILLED EXAMPLE (fictional)
Fictional RESTART-61 links HOLD-61 and November authorization AUTH-62. Monthly fee USD 1,200; no assumed October catch-up. Queue/history review finds no November charge. One invoice is prepared for November support, recurrence and schedule inspected, and due date verified against the agreement. September's unpaid invoice stays separate. Next generated run is assigned for review.

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/recurring-invoice-restart-checklist
Reviewed: 2026-10-05