Money · Weekly
Catch unbilled work
The agent spots work you delivered but never invoiced, prepares the invoice and sends it once you confirm.
What to tell your agent
Every Friday, look through my email and calendar for work I delivered this month and compare it with the invoices I have already sent. For anything unbilled, prepare an invoice using my usual template and rates. Show it to me and send it only after I confirm. Never mark an invoice as paid and never move money.
How it runs
- Find delivered work in email, calendar and documents
- Match it against invoices already sent
- Draft invoices for the gaps
- Send each one after your approval
Watch out for
- A wrong amount or client is embarrassing, so check every draft
- Keep payments banned, because this job only bills
What you get
Forgotten work turns into ready invoices you approve with one reply.
Matching policy