diff --git a/handbook/finance/README.md b/handbook/finance/README.md
index 0eca09e72d..54bb76c77d 100644
--- a/handbook/finance/README.md
+++ b/handbook/finance/README.md
@@ -139,20 +139,26 @@ Use the following steps to update the [💸Finance department KPIs](https://docs
 ### Create an invoice
 
 To create a new invoice for a Fleet customer, follow these steps:
-1. Go to the [invoice folder in Google Drive](https://drive.google.com/drive/folders/11limC_KQYNYQPApPoXN0CplHo_5Qgi2b?usp=drive_link).
-2. Create a copy of the invoice template, and title the copy `[invoice number] Fleet invoice - [customer name]`.
-    - The invoice number follows the format of `YYMMDD[daily issued invoice number]`, where the daily issued invoice number should equal `01` if it's the first invoice issued that day, `02` if it's the second, etc.
-3.  Edit the new invoice to reflect details from the signed subscription agreement (and PO if required).
-    - Enter the invoice number (and PO number if required) into the top right section of the invoice.
-    - Update the date of the invoice to reflect the current date.
-    - Make sure the payment terms match the signed subscription agreement.
-    - Copy the customer address from the signed subscription agreement and input it in the "Bill to" section of the invoice.
-    - Copy the "Billing contact" email from the signed subscription agreement and add it to the last line of the "Bill to" address.
-    - 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 "Notes" section has wiring instructions for payment via SVB.
-4.  Download the completed invoice as a PDF.
-5.  Send the PDF to the billing contact from the "Bill to" section of the invoice and cc [Fleet's billing email address](https://fleetdm.com/handbook/company/communications#email-relays). Use the following template for the email:
+1. Go to the Invoice page on our billing system.
+2. Select “Create Invoice” on the right, and you will be directed to a new page to create an invoice.
+3. Under the “Add customer” dropdown box, select an existing customer, or add a new customer. The customer is the entity that will be receiving the invoice. 
+   - To add a new customer: Update the company name, contact person, billing email address, and “Bill to” address fields in the next page.
+4. Change the invoice number. 
+   - The invoice number follows the format of `YYMMDD[daily issued invoice number]`, where the daily issued invoice number should equal `01` if it's the first invoice issued that day, `02` if it's the second, etc.
+5. Edit the new invoice to reflect details from the signed subscription agreement (and PO if required).
+   - Enter the invoice number (and PO number if required) into the top right section of the invoice.
+   - Update the date of the invoice to reflect the current date.
+   - Make sure the payment terms match the signed subscription agreement.
+   - Validate if the customer address from the signed subscription agreement matches the default Bill to address shown on the invoice. 
+   - 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. 
+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.
+
+7. Send the PDF to the billing contact from the "Bill to" section of the invoice via the Fleet billing email address. Use the following template for the email:
 
 ```
 Subject: Invoice for Fleet Device Management [invoice number]