How to Review Unbilled Work Before Month-End

BLANK WORKSHEET
UNBILLED MONTH-END REVIEW
[ ] Work sources compared with prior invoices
[ ] Stable work / time / change / expense IDs captured
[ ] Service period and amount basis recorded
[ ] Agreed billing trigger and approval checked
[ ] PO or billing cap reviewed where required
[ ] Ready amounts separated from estimates
[ ] Blockers assigned to owners and dates
[ ] Existing schedules checked for duplicates
[ ] Actual invoice IDs recorded after billing
[ ] Held items carried to a named next review
Run ID / cutoff / exception decision: [details]

FILLED EXAMPLE (fictional)
Fictional run: TIME-18 USD 1,500 ready; CHG-08 USD 300 estimate approval-blocked; EXP-12 USD 200 estimate needs receipt review. Only TIME-18 enters the ready subtotal, then receives its actual invoice reference. Blocked items keep owners and review dates.

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/review-unbilled-work-before-month-end
Reviewed: 2026-10-02