Invoice Creation SOP
Invoice Creation SOP
Crowned Credit – Invoice Creation SOP
Ensure all invoices are created accurately, consistently, and in accordance with company billing standards.
Ensure all invoices are created accurately, consistently, and in accordance with company billing standards.
1. Objective
FullEnsure contentall invoices are created accurately, consistently, and in accordance with company billing standards.
2. Scope
All team members responsible for:
- Creating new invoices
- Inputting correct client and plan details
- Ensuring invoices are ready for payment processing
3. Accessing Invoice Creation
GHL → Payments → Invoices & Estimates → + New Invoice (top right)
4. Creating a New Invoice
Step 1: Add Customer Information
- Click Select Customer
- Search using client's email address
- Select the correct client
Step 2: Plans and Pricing
- Ensure Plan and Pricing details are correct
- Products with pricing are already set up
- No changes typically required
Step 3: Review Invoice Preview
Check the right-side preview for:
- ✅ Correct client name
- ✅ Correct plan
- ✅ Correct total amount
- ✅ Due date accuracy
Step 4: Save or Send
| Action | When to Use |
|---|---|
| Save | If invoice is not ready to be sent yet |
| Send | To deliver the invoice to client's email |
5. Important Reminders
⚠️ Always double-check before sending:
- Client email and number are correct
- Plan and pricing are accurate
- Delivery set to email only —
accessingNOTinvoiceemailcreation&in GHL, adding customer info, plans and pricing, review preview, save or send, reminders about double-checking.text