Repeat-client billing · manual review
Invoice instalment milestone review
Compare cumulative agreed instalments with manually allocated settled receipts at each deadline, keeping future receipts outside the review cutoff.
Try the invoice tool now ↗The existing invoice tool is separate. Start without signing in; free output has branding and usage limits. This review is not a new automatic billing, bank-sync or membership feature.
What decision does this help with?
Enter each instalment in date order, then enter only settled receipts independently allocated to that instalment by its deadline. The review shows individual and cumulative shortfalls at each elapsed deadline. Future milestones remain visible but do not inflate the amount due at the review date. A positive receipt for a future deadline is rejected so it cannot silently enter the elapsed comparison.
Start with filled fictional records
Use internal codes instead of personal or bank details. Entries are reviewed locally in this page and are not uploaded, saved to an account or written into a draft. Keep a separate copy before leaving.
Fictional worked case · not customer evidence
Expected result and how to read it
By 18 October, the first two instalments total AUD 200. Entered on-time allocations total AUD 190. The cumulative shortfall is AUD 10; the third AUD 100 instalment is future. PLAN-2 has AUD 10 more than its own amount, but this worksheet does not automatically move that money to PLAN-1.
Before using the result
- Choose a review date and source scope where requested. Preserve original invoices and agreements; a pasted row is not evidence by itself.
- Use one consistent currency, unit and amount basis. Correct a source conflict before copying a result to another record.
- Read every flagged or excluded record. A blank record is not assumed to be a verified zero. Editing inputs clears the prior result and disables its download.
- Download the review for your own working papers if useful. The CSV is a manual review file, not an invoice or an accounting-system import format.
This compares entered deadline allocations, not bank history or a legally binding default. Verify each allocation and any later catch-up payments separately. It cannot revise a contract or create a new invoice for an already invoiced balance.
Prepare only verified new work
Resolve differences in your original records first. Open the existing invoice tool only when the next charge has been independently checked. Re-invoicing an already issued balance would duplicate the request for payment.
Try the invoice tool now ↗Questions before acting
Does a match prove payment, approval or a valid invoice?
No. The result compares only entered facts under the displayed method. Verify original records and any agreement before taking action. It creates no invoice, receipt, approval or new right to charge.
Can I use this for regular customer reviews?
This compares entered deadline allocations, not bank history or a legally binding default. Verify each allocation and any later catch-up payments separately. It cannot revise a contract or create a new invoice for an already invoiced balance.
Source and independent method
The source below provides context for the workflow. The worked examples and comparison method on this page are independent manual aids, not a source-endorsed feature or a claim about another product’s current capabilities.
Reviewed 18 October 2026. A manual review file is not an invoice or a receipt.