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Update README.md (#31993)

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Tina Ong 2025-08-19 22:14:41 -07:00 committed by GitHub
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handbook/finance/README.md
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@ -153,7 +153,8 @@ To create a new invoice for a Fleet customer, follow these steps:
- Validate if the email from the signed subscription agreement matches with the email in the email field on the invoice.
- Make sure the start and end dates of the contract and amount match the subscription agreement.
- If professional services are included in the subscription agreement, include as a separate line in the invoice, and ensure the amounts total correctly.
- Ensure the wiring instructions for payment via SVB are listed in in the invoice.
- Ensure the wiring instructions for payment via SVB are listed in in the invoice.
- For invoices that are not on annual payment schedule, note the invoicing schedule and invoice amount in the notes section of the invoice.
6. Download the completed invoice as a PDF.
- Rename the pdf copy `[invoice number] Fleet invoice - [customer name]`.
- Save a copy of the PDF into the invoice folder.