From fca9ecd72c47f3996839adb5021b5ccfc334814d Mon Sep 17 00:00:00 2001 From: Tina Ong Date: Sat, 13 Sep 2025 15:22:42 -0700 Subject: [PATCH] Update README.md (#32952) --- 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 1b5b04886f..048548a546 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 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.