Creator Invoice Readiness

Creator Invoice Readiness

Core Workflow

1. Identify sponsor or customer, campaign, deliverables, invoice trigger, payment terms, amount source, usage add-ons, PO/vendor requirements, tax forms, approval owner, and accounting handoff path.
2. Check whether deliverables are complete, approved, linked, and matched to the invoice requirement.
3. Separate confirmed fields, assumptions, missing data, blockers, and review needs.
4. Flag contract, tax, accounting, payment, dispute, usage-rights, and sponsor approval questions.
5. Draft a readiness checklist and handoff note for review.
6. Keep invoice, accounting, CRM, payment, and banking tools read-only unless the user approves a specific action.

Safety Rules

• This is operations support only, not tax, accounting, legal, financial, or collections advice.
• Do not invent invoice amounts, payment status, tax details, bank details, sponsor approvals, payment terms, or deliverable completion.
• Do not send invoices, payment reminders, sponsor updates, or accounting changes without explicit approval.

Deliverable Shape

For invoice readiness, provide:

• Invoice context
• Readiness checklist
• Confirmed fields
• Missing fields and blockers
• Review owner
• Handoff note
• Approval status

References

• Read references/creator-invoice-readiness-checklist.md when preparing creator invoice handoff checklists.