FREE RECORD REVIEW · AUSTRALIA
Check your invoice records before the handover
One invoice can have several files. One customer can have several sites. Review the records without turning those differences into extra invoices or silently changing your client details.
Review here, then open the original invoice tool to create or export an invoice. Nothing is copied automatically.
01 · CHOOSE YOUR CHECK
Paste your working CSV table
A fictional example is ready. Replace it with your own review table; keep the displayed headers.
status: issued / paid / draft / void. format: pdf / image. Amount is the whole document face value, repeated for alternate formats.
Maximum 500 data rows / 100,000 characters. References match exactly. Manifest amounts are AUD on one consistent tax basis.
The checker processes pasted values in your browser code without sending them to an ABN Invoice account. It does not open files or save inputs; your browser may restore form values. Existing page/CTA analytics is separate and does not receive these table values.
02 · FICTIONAL WORKED EXAMPLES
Five decisions, with the result visible
These are fixed examples, not results for any edits you make above. Downloaded review files are working records, not invoices or payment receipts.
01 · Invoice file handover manifest
Review an accountant handover without double counting formats
A fictional handover lists SAMPLE-101 twice because it has a PDF and an image. The two files describe one document. Across the six entered rows, four non-conflicting issued or paid references total A$900.00. Three references are manually labelled paid, totalling A$720.00; the draft is excluded. Neither figure proves bank receipts.
| Reference | Customer key | Rows | Listed filenames | Review | Face value | Entered status |
|---|---|---|---|---|---|---|
| SAMPLE-101 | C-A | 2 | 2 | Counted once | A$240.00 | paid |
| SAMPLE-102 | C-B | 1 | 1 | Counted once | A$180.00 | issued |
| SAMPLE-103 | C-A | 1 | 1 | Counted once | A$300.00 | paid |
| SAMPLE-104 | C-C | 1 | 1 | Draft/void: excluded | A$120.00 | draft |
| SAMPLE-105 | C-B | 1 | 1 | Counted once | A$180.00 | paid |
If one reference points to different customers, dates, statuses or amounts, the entire group stays outside the totals until you resolve it. A filename reused by different references also blocks those groups. The checker does not open files or decide which version to keep.
View the filled input CSV
invoice_ref,customer_key,issue_date,status,format,filename,amount SAMPLE-101,C-A,2026-09-25,paid,pdf,SAMPLE-101-a.pdf,240.00 SAMPLE-101,C-A,2026-09-25,paid,image,SAMPLE-101-a.png,240.00 SAMPLE-102,C-B,2026-09-28,issued,pdf,SAMPLE-102-b.pdf,180.00 SAMPLE-103,C-A,2026-09-30,paid,pdf,SAMPLE-103-a.pdf,300.00 SAMPLE-104,C-C,2026-10-02,draft,pdf,SAMPLE-104-c.pdf,120.00 SAMPLE-105,C-B,2026-10-03,paid,pdf,SAMPLE-105-b.pdf,180.00
02 · Customer-facing reference collisions
Spot the same visible number used for different customers
SAMPLE-201 appears against C-A and C-B, so it needs a cross-customer collision review. SAMPLE-202 has v1 and v2 for the same customer: that is a version decision, not proof that two invoices should be counted or sent.
| Reference | Customer keys | Revisions | Rows | Review |
|---|---|---|---|---|
| SAMPLE-201 | C-A | C-B | v1 | 2 | Same reference, different customers: review |
| SAMPLE-202 | C-A | v1 | v2 | 2 | Multiple revisions: confirm the intended customer copy |
| SAMPLE-203 | C-C | v1 | 1 | No collision within entered rows |
Compare with the issued copy and your wider records. Do not automatically delete either entry, issue a replacement or reset numbering. This workbench checks only the pasted customer-facing references and has no connection to the internal IDs used for analytics.
View the filled input CSV
invoice_ref,customer_key,revision,status SAMPLE-201,C-A,v1,issued SAMPLE-201,C-B,v1,issued SAMPLE-202,C-A,v1,issued SAMPLE-202,C-A,v2,issued SAMPLE-203,C-C,v1,draft
03 · Repeat-client billing instructions
Keep the billing contact separate from the work site
C-A has two sites and two purchase references, but the same bill-to name and delivery contact. Those differences alone are allowed. C-B has two contact instructions, while C-C has no delivery contact: both need a human check before the next invoice run.
| Customer key | Bill to | Delivery contact | Sites listed | Review |
|---|---|---|---|---|
| C-A | Example Client A | [email protected] | 2 | Entered bill-to/contact are consistent |
| C-B | Example Client B | [email protected] | [email protected] | 2 | Instructions vary: confirm with customer |
| C-C | Example Client C | — | 1 | Missing bill-to or delivery contact |
Use stable customer keys from your own working list. A change may be legitimate, especially when a client has several branches. Confirm the correct contact with the customer through a trusted route; the checker does not validate email addresses, payment details or company identity.
View the filled input CSV
customer_key,bill_to,delivery_contact,site_ref,customer_ref C-A,Example Client A,[email protected],Site-1,PO-01 C-A,Example Client A,[email protected],Site-2,PO-02 C-B,Example Client B,[email protected],Site-3,JOB-03 C-B,Example Client B,[email protected],Site-4,JOB-04 C-C,Example Client C,,Site-5,JOB-05
04 · Source-to-customer-copy field check
Compare the actual customer copy with the source notes
The example keeps the invoice number and customer name consistent, but changes the service description from English to Chinese and leaves a chosen customer reference blank. The result identifies one text difference and one missing checklist-required value.
| Field | Source value | Customer copy | Review |
|---|---|---|---|
| Invoice reference | SAMPLE-301 | SAMPLE-301 | Text matches after outside whitespace trim |
| Customer name | Example Client A | Example Client A | Text matches after outside whitespace trim |
| Service description | Weekly cleaning | 每周清洁 | Text differs: review intentionally changed wording |
| Customer reference | PO-31 | — | Required by your checklist: source or copy is blank |
| Optional note | — | — | Text matches after outside whitespace trim |
The yes/no column is your review choice. It does not define legally required invoice fields. Numbers are compared as text, so 180 and 180.00 differ. A difference can be intentional. Review the actual PDF or image before sending: fixed English output labels do not translate the descriptions you type.
View the filled input CSV
field,source_value,customer_copy,required Invoice reference,SAMPLE-301,SAMPLE-301,yes Customer name,Example Client A,Example Client A,yes Service description,Weekly cleaning,每周清洁,yes Customer reference,PO-31,,yes Optional note,,,no
Download filled input · Download this example result
Chinese interface, English invoice guide · Invoice template guide
05 · Service dates inside billing periods
Check period cut-offs without guessing billable work
The entered period is 1–7 October. JOB-02 on the first day and JOB-03 on the last day are both inside it. JOB-01 is before it; JOB-04 is after it. The review therefore shows two inside and two outside dates.
| Work reference | Service date | Period start | Period end | Date review | Reference review |
|---|---|---|---|---|---|
| JOB-01 | 2026-09-30 | 2026-10-01 | 2026-10-07 | Before period start | — |
| JOB-02 | 2026-10-01 | 2026-10-01 | 2026-10-07 | Inside inclusive period | — |
| JOB-03 | 2026-10-07 | 2026-10-01 | 2026-10-07 | Inside inclusive period | — |
| JOB-04 | 2026-10-08 | 2026-10-01 | 2026-10-07 | After period end | — |
This is a calendar boundary check, not a job-coverage reconciliation. A repeated work reference is flagged for review because it may describe a multi-day job or an accidental duplicate. No result determines whether work was approved, already invoiced, taxable or due for payment.
View the filled input CSV
work_ref,service_date,period_start,period_end JOB-01,2026-09-30,2026-10-01,2026-10-07 JOB-02,2026-10-01,2026-10-01,2026-10-07 JOB-03,2026-10-07,2026-10-01,2026-10-07 JOB-04,2026-10-08,2026-10-01,2026-10-07
03 · RESOLVE, THEN INVOICE
Take confirmed details to the invoice tool
Open ABN Invoice, choose the right customer, enter the agreed work and review the actual PDF or image. This workbench cannot certify a tax invoice, decide GST eligibility, verify payment or update account history.
Try the invoice tool nowFree for an occasional check
This workbench is free. Saved customers and basic history are not exclusive paid features. If you regularly handle many invoices, the existing VIP options add higher export allowances, selected-history CSV, file packs and watermark removal. Choose them only when that workload makes them useful. This workbench does not import its CSV into the invoice tool or Xero.
Underlying recordkeeping reference
business.gov.au explains invoice identifiers, customer details and keeping retrievable records. The five reviews above are our manual working checks, not government approval or tax advice. Read the official invoice guide.