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Update README.md (#32952)

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Tina Ong 2025-09-13 15:22:42 -07:00 committed by GitHub
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handbook/finance/README.md
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@ -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 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).
- For deals that are not on an annual payment schedule, or multi-year deals with 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.