Invoicing & collections: SOP template
Purpose: bill accurately and collect on time. Scope: all client billing and follow-up. Keep approval, due date, and ageing visible.
Raise & send
- 1
Raise the invoice with correct details [PO #, tax/GST particulars, due date]
- 2
Send to the client's billing contact and log it
Follow up
- 3
Send a friendly reminder 3 days before the due date
- 4
Follow up on the due date, then weekly while overdue
- 5
Escalate accounts 30+ days overdue to [owner]
Reconcile
- 6
Match the payment received to the invoice and mark it paid
- 7
Record it for month-end close
Make this SOP yours in minutes
Start with this template, then record the real workflow with the Dyzo Owl Chrome extension — every click becomes a step with a screenshot. Share it with a link; readers never need an account.