Information to be included on each deliverable:
Who our responsible AL and PM are.
Who the customer is.
Customer’s currency preference: EUR/GBP/USD. This implies which bank will be on the payment instructions on the invoice: Erste/Revolut/Transferwise.
The due dates for invoices.
Method of invoice delivery, including addressee.
Customer PO (purchase order), or similar designations that the customer may have requested to be included with our invoices, if any.
What the payment milestones are and based on the project timeline when these are expected to be invoiceable.
The cost centre for accounting purposes for the project.
 Key information to be included in each “invoicing signal”:
(in case of T&M projects) a report of the hours to invoice. Which is suitable for forwarding to the client. This should also be stored in Drive. Suitable means:
Reasonably well documented worklogs. No need to write a description on each worklog, just apply some common sense, the litmus test is “can the client understand what we did here?”.
No profanity, jokes & co. in the worklog descriptions.
In a language that the customer understands.
The Payment Target for the invoice (e.g. net-7)
Line item(s) for the invoice.
Date of Performance (Leistungszeitraum). For T&M projects, this has to be exactly correct with respect to the hours being invoiced. You can’t write “August” and then include hours from September.
This procedure applies to all invoices regardless of type: milestone, T&M, deposit, maintenance, final payment, recurring billing, etc. They must all be issued by the HoP and checked by the PM of that project.
If an invoice becomes overdue, we follow the https://9y-media.atlassian.net/wiki/spaces/9RPBK/pages/738885884/Late+Payments+Protocol
When the PM realises that payment milestones change for a project (either amount or date) then PM should immediately update HoF with the new information.
If HoF doesn't get an "invoice is ready to send" send signal, but expected a project to reach a milestone, then HoF should follow up with HoP for clarification.
Date of Performance (Leistungszeitraum) should be exactly correct on the invoices. There's no law against writing date of performance on the invoices as say 01/08 until 12/09.