From ad13a9f332c0f78d0f609dba9c3169eb7f8316f4 Mon Sep 17 00:00:00 2001 From: Tina Ong Date: Fri, 12 Sep 2025 15:29:35 -0700 Subject: [PATCH] Update README.md (#32906) Update multi-year invoicing process. # Checklist for submitter If some of the following don't apply, delete the relevant line. - [ ] Changes file added for user-visible changes in `changes/`, `orbit/changes/` or `ee/fleetd-chrome/changes`. See [Changes files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files) for more information. - [ ] Input data is properly validated, `SELECT *` is avoided, SQL injection is prevented (using placeholders for values in statements) - [ ] If paths of existing endpoints are modified without backwards compatibility, checked the frontend/CLI for any necessary changes ## Testing - [ ] Added/updated automated tests - [ ] Where appropriate, [automated tests simulate multiple hosts and test for host isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing) (updates to one hosts's records do not affect another) - [ ] QA'd all new/changed functionality manually For unreleased bug fixes in a release candidate, one of: - [ ] Confirmed that the fix is not expected to adversely impact load test results - [ ] Alerted the release DRI if additional load testing is needed ## Database migrations - [ ] Checked table schema to confirm autoupdate - [ ] Checked schema for all modified table for columns that will auto-update timestamps during migration. - [ ] Confirmed that updating the timestamps is acceptable, and will not cause unwanted side effects. - [ ] Ensured the correct collation is explicitly set for character columns (`COLLATE utf8mb4_unicode_ci`). ## New Fleet configuration settings - [ ] Setting(s) is/are explicitly excluded from GitOps If you didn't check the box above, follow this checklist for GitOps-enabled settings: - [ ] Verified that the setting is exported via `fleetctl generate-gitops` - [ ] Verified the setting is documented in a separate PR to [the GitOps documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485) - [ ] Verified that the setting is cleared on the server if it is not supplied in a YAML file (or that it is documented as being optional) - [ ] Verified that any relevant UI is disabled when GitOps mode is enabled ## fleetd/orbit/Fleet Desktop - [ ] Verified compatibility with the latest released version of Fleet (see [Must rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md)) - [ ] If the change applies to only one platform, confirmed that `runtime.GOOS` is used as needed to isolate changes - [ ] Verified that fleetd runs on macOS, Linux and Windows - [ ] Verified auto-update works from the released version of component to the new version (see [tools/tuf/test](../tools/tuf/test/README.md)) --------- Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com> --- handbook/finance/README.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/handbook/finance/README.md b/handbook/finance/README.md index 961a2238d0..1b5b04886f 100644 --- a/handbook/finance/README.md +++ b/handbook/finance/README.md @@ -154,7 +154,7 @@ To create a new invoice for a Fleet customer, follow these steps: - 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. - - For invoices that are not on annual payment schedule, note the invoicing schedule and invoice amount in the notes section of the invoice. + - For invoices that are not on an annual payment schedule, note the invoicing schedule and invoice amount in the notes section of the invoice, and update the ["Future invoices to be sent" spreadsheet (confidential doc)](https://docs.google.com/spreadsheets/d/11kQNw6oTkPe_FCuRItZ26zBCGFOyxpF86XCJ335slxU/edit?gid=0#gid=0). 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.