6 min read
Accountant handoff
Missing documents: a list your client can answer item by item
A worked example for accounting practices: precise purchase questions, client replies and next steps, with one closed request and one still open.
Business and document management
Articles · Page 3
Invoices, business and finding documents. Find a guide for your situation or browse the latest articles.
What do you need to sort out?
23 · Articles
Find documents
Find invoices in email and keep them from getting lost.
71 · Articles
Service invoices
Work out who bills you for a service and where to find its invoice.
20 · Articles
Accountant handoff
Prepare the records, flag missing documents and hand them over clearly.
19 · Articles
Document organization
Set up folders, an archive and a routine your small team can maintain.
13 · Articles
Document problems
Resolve a missing invoice, an unreadable attachment or an unclear document.
5 · Articles
Your invoicing
From quotes to payment reminders: keep track of invoices you send to clients.
Latest articles
6 min read
Accountant handoff
One invoice, two businesses: what to prepare for their accountants
Two businesses use a service, but the invoice names one buyer. Prepare evidence of use, missing information and specific questions for their accountants.
6 min read
Accountant handoff
Agency or client: who should you ask for the service invoice?
The agency manages the service; the client uses it. Three fictional cases show whom to ask, what to check and how to record an unresolved purchase.
6 min read
Document organization
One company paid, another is on the invoice. What should you send your accountant?
The payment left one company’s account, but the invoice names another. Prepare a record that separates the payer, the invoice details and the person who arranged the purchase. Your accountant can then answer two specific questions rather than guess which company should record the cost.
5 min read
Service invoices
Where to download a Sanity invoice: choose the organization paying for the project
Find the Sanity invoice PDF through the right organization and Billing, request missing access and distinguish plan charges from usage periods.
6 min read
Service invoices
Later receipts: ask the primary owner or look through Apple
Find your Later receipt by purchase channel. Follow the primary account owner's steps, check Apple purchases and send a precise document request.
5 min read
Service invoices
Where to get a Contentful invoice: organization owner or billing contact?
Find out who can download a Contentful invoice, how to request the right copy and what to check before passing it on.
4 min read
Service invoices
Zoho invoices: download the PDF for the right subscription
Find your Zoho subscription invoice through transaction history or the relevant app. If you lack access, use the administrator request provided.
6 min read
Service invoices
QuickBooks Online: find the document for your own subscription
Find your QuickBooks Online subscription document through the right billed account. UK billing guidance, US-only PDF export labels and help with missing access or periods.
1 min read
Find documents
Claude and Anthropic API: subscriptions, credits and documents
Find documents for Claude Pro, Max, Team and the API. Tell invoices, credit purchase receipts and entries without a payment apart, and request missing records.
4 min read
Service invoices
Where to find your Xero subscription invoice and which account to check
Find your Xero subscription invoice in the right billing account, ask the subscriber for help and distinguish an online link from a PDF attachment.
3 min read
Accountant handoff
Your accountant is away: what to hand over and what can wait
Invoices may keep arriving while your accountant takes time off. Agree who will collect them, what needs cover, and what you will review after their return.