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PM checklist for invoicing

A busy project manager reviewing documents on a desk filled with papers, while a laptop displays Netsuite software interface, emphasizing the importance of invoicing processes.

PM Invoicing Checklist Quiz

Test your knowledge on the essential invoicing procedures for project managers and project coordinators. This quick quiz will help reinforce the importance of maintaining proper documentation and compliance in invoicing.

Understand the significance of signed documents.
Know the necessary checks before invoicing.
Improve your invoicing compliance skills.

6 Questions2 MinutesCreated by CheckingBook452

What is Your Name?

Why is it important for PM/PC’s to check that there is a signed document saved in Netsuite before tasking accounting to invoice?

A. Required by Liability insurance

B. Legal document to substantiate our work

C. Listed the special invoicing requirements for billing/collections to ensure prompt payment

D. All of the above

What are some examples of signed documents we should save in Netsuite?

A. Statement of work

B. Terms and Conditions

C. Signed contract

D. Signed change order

E. All of the Above

You can find saved signed contracts for easy access by searching: Under Client > General tab > Files

True

False

What must the PM/PC check for before tasking accounting to invoice?

A. FACS has paid the outside vendor for outside services or lab work

B. Client payment history

C. How long it has been since FACS last billed the client

D. Client payment terms

E. All time and expenses are in

If the PM/PC is tasking accounting to do a final invoice on a project, he/she should make sure there is no open PO linked to the project.

True

False

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