1.
Your invoices always include the correct information (PO, contact, terms)
2.
Your invoices are clear, consistent, and easy for customers to understand
3.
You send invoices promptly after work is completed
4.
You use a standard invoice format or template every time
5.
You have a reliable method for storing and retrieving invoices
6.
You rarely receive queries about unclear or incorrect invoices
1 out of 6
7.
You follow a consistent reminder schedule (e.g., Day 7, 14, 21)
8.
You send reminders on time without relying on memory
9.
You use clear, professional reminder messages
10.
You keep track of who you’ve chased and when
11.
You escalate overdue invoices in a structured way
12.
Your reminder process works even when you’re busy
2 out of 6
13.
You have a clear escalation step for overdue invoices
14.
You log disputes or delays so nothing gets forgotten
15.
You have a defined way of resolving disputes quickly
16.
Your escalation messages (email/letter) follow a consistent format
17.
You review disputes to spot recurring issues
3 out of 6
