Do you do invoicing in a timely manner (i.e. once a week)?

All timesheets from the previous week have been submitted by staff

Review your clients in TimePro and determine whether you need to issue a new invoice, or draw down time against an open pre-paid invoice

Allocate the unallocated staff time for each client to the appropriate new invoice or existing open invoice

Generate a PDF version of the invoice or pre-paid balance report to be sent to the client, and triple check it for accuracy

Make any necessary changes, and once the invoice or report is in final format, send to the customer contact as an attachment with a personalized note. Make sure to copy your company's AR department so they can monitor any payment

Call the customer contact for billing and let them know you are sending over an invoice or report, and offer to answer any questions they have

Always double check that your client hourly rates in a time tracking system such as TimePro to match your agreed upon rates (i.e. taking into account any discount for pre-paid time, etc.)