An invoice almost never travels alone. Attach everything that applies to the job:
- The invoice: always.
- A work order, an approved quote or the PO: always, to tie the invoice to an approved job.
- A service agreement or scope of work: when you deliver services or a defined scope.
- An agenda and a sign-in sheet: for sessions, trainings and on-site work. The school may need to upload the sign-in sheet on their side, so plan for it early.
- Proof of delivery: for goods, with the tracking number and the delivery date.
- License start and end dates: for software and subscriptions.
When in doubt, include more, not less. An extra document never gets an invoice rejected; a missing one does. The Get-Paid Kit on PolarFixed Pro has forms for each of these.