01
Match the source records
Gather the draft invoice and the records that establish what the client agreed to pay.
Made for Freelancers
Review an Invoice Before Sending It
Also useful for: people in Freelancers
12 min
Beginner
Financial Organization
Get Organized Financially
Catch incorrect client details, charges, dates, tax, and payment terms before an invoice reaches the client.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Prevent avoidable payment delays by checking each invoice against the agreement, project records, and payment instructions before sending it.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Run the invoice check
Use the compiled prompt to compare the invoice with the agreement and inspect the arithmetic, dates, tax treatment, and payment instructions.
03
Make the send decision
Resolve every blocking issue and complete one final visual check of the corrected invoice.
Make Your Play
Review an Invoice Before Sending It
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Paste the full draft invoice or upload the invoice file.
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List the approved scope, rates, deposit, service dates, payment terms, and other details the invoice should match.
0/10000
Enter any tax instructions already confirmed for this invoice, or state that tax treatment still needs review.
List any billing contact, purchase order, currency, invoice portal, or formatting requirements from the client.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Match the source records
Gather the draft invoice and the records that establish what the client agreed to pay.
02
Run the invoice check
Use the compiled prompt to compare the invoice with the agreement and inspect the arithmetic, dates, tax treatment, and payment instructions.
03
Make the send decision
Resolve every blocking issue and complete one final visual check of the corrected invoice.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Paste the invoice text and the matching contract, proposal, email agreement, or project notes. Remove bank account numbers or other sensitive details that aren’t needed for the review. Make every item under “Must Fix” before sending.
Advanced instructions
Include purchase order rules, milestone approvals, deposit records, currency terms, expense receipts, and prior invoice references when they apply. Treat tax findings as checks against supplied instructions, not tax advice.
Use this when
You're preparing to send a new invoice and want a fast final check for errors, missing details, or conflicting terms.
You'll need
- Draft invoice
- Agreed terms
- Tax context
- Client requirements
You'll get
- Client and billing details verified
- Scope and line items matched to project records
- Dates, arithmetic, tax treatment, credits, and total checked
- Payment instructions and due date confirmed
- Every must-fix issue resolved
- Final send or hold decision recorded.
By the end of this playbook
You will have:
- Client and billing details verified
- Scope and line items matched to project records
- Dates, arithmetic, tax treatment, credits, and total checked
- Payment instructions and due date confirmed
- Every must-fix issue resolved
- Final send or hold decision recorded.
Examples
Progress 1 of 3