perfect invoice

The Perfect Invoice

March 30, 2021


We asked the IOFM Advisory Panel to weigh in on what comprises the perfect invoice. Our goal was to come up with a guide for both AP and AR to follow, with the objective of creating a document that facilitates paying and getting paid timely and efficiently. The following graphic shows the important information that should be included in the "perfect invoice." We've also posted an Excel template of the basic setup that you can download and customize to your needs. Not every organization will…

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