Monthly Invoice Run
Run the month's invoicing in one calm pass from the office's own books: an invoice per client built from the tracked work in the ledger, numbering that continues the sequence without a skip or a repeat, due dates per each client's terms, everything recorded as sent — plus a one-page summary of what went out. Unlike a one-off invoice generator, this is the standing monthly ritual over the client roster and ledger, ending in print-ready invoices and updated books. Use for the monthly invoice run, end-of-month invoicing, 'bill the clients for this month', and closing the billing month.
How it runs
| # | Step | Who runs it | What happens |
|---|---|---|---|
| 1 | Scope the run | Meester | billable clients from the books; write the machine billables list |
| 2 | Draft the invoices | Meester | fan out one invoice draft per billable client |
| 3 | Collect and summarize | Copywriter | verify the invoice files and write the run summary |
| 4 | Evaluate | Reviewer | Grade the run against every acceptance criterion. All pass -> finish; any fail -> loop back to draft. |
| 5 | Finish | Developer | All acceptance criteria met. Stamp a short summary and report DONE. |
Say something like "run the monthly invoices" or "end of month invoicing" or "bill the clients for this month" or "invoice run" or "send this month's invoices" in chat to start it.