DUKAANMATIC BUSINESS GUIDES
A Daily Invoice Review Checklist for Your Shop
Use a short daily review to catch missing references, incorrect quantities and unsettled balances before they become harder to trace.
1. Check the business and customer details
Confirm that the invoice identifies the correct business and customer. Check the document date, numbering and any tax details relevant to the transaction. Keep an understandable reference to the original document when correcting a record.
2. Review items and amounts
Check quantities, units, prices and discounts against the actual sale. Review the tax treatment configured for each item with your accountant where needed. Confirm that the final amount matches what the customer was charged.
3. Match the settlement
Separate paid sales from customer credit. Match recorded receipts to the relevant invoices and payment modes. Investigate outstanding or duplicate entries before closing the day.
4. Keep the record trail
Check returns and credit notes alongside the original sales. Export or back up current records after completing the review. This is a workflow checklist, not a substitute for the tax rules applicable to your business.