Deliver a Smooth Onboarding Experience for Every New Client

Invoice processing can quickly get messy — missing POs, lost approvals, delayed payments. That’s why we created the Invoice Processing Checklist for finance and procurement teams.

This ready-to-use template ensures every invoice goes through the same reliable flow, from receipt to archiving. No more chasing missing documents or scrambling for last-minute approvals.

✅ How it will look

🚀 Why Use This Template?

• Accuracy: Verify details against purchase orders and supporting docs
• Control: Ensure approvals and payment terms are followed
• Transparency: Keep vendors informed and maintain a clear audit trail
• Efficiency: Save time by standardizing every step in the process

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Use this template in Tick to streamline invoice processing and reduce payment delays.

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-- Finance / Procurement Template -  Invoice Processing Checklist
- [ ] Receive invoice from vendor or supplier
- [ ] Verify invoice details (amount, PO number, due date)
- [ ] Match invoice to purchase order
- [ ] Attach supporting documents (PO, delivery note, approvals)
- [ ] Resolve discrepancies (if any)
- [ ] Enter invoice into accounting system
- [ ] Get payment approval
- [ ] Schedule payment date based on payment terms
- [ ] Process payment via bank or finance platform
- [ ] Send payment confirmation to vendor
- [ ] Archive invoice and related documents in shared drive
- [ ] Update invoice tracking log