Invoice Checklist

Double check invoices at the end of each day using this checklist to ensure that they are correct and complete.

• Is this the correct customer?
• Is this the correct Billing Address and Shipping Address?
• If we are shipping, did I charge for shipping?
• Did I use the correct E-Code?
• Did I include any splits?
• Did I charge tax? Or did I make sure NOT to charge tax for an out-of-state sale?
• Did I attach the Interstate Shipping Form if this is an out-of-state sale?
• Are all payment receipts, gift cards, checks, etc. attached to the invoice?
• Does the credit card receipt, check, or gift card amount match the amount applied on the invoice?
• If I received CASH for a sale, did I write it down on the Cash Sheet near the register?
• Did I use the right Tender Type?
• Did I apply the correct Gift Card Type?
• Did I swipe the gift card if it was to be swiped?
• If this is an invoice I rang up for someone else, did I note my name at the bottom?
• Did I attach a survey?
• Is the survey complete with the name of the customer on it?
• If I received a check, did I verify the check by writing the driver’s license information on it and running it through the guarantee system?
• Did I turn in the invoice with all attachments by 10:00am the following morning?