milestone invoice preflight

Name: milestone invoice preflight
Price: 15 USD
Availability: InStock
Author: Agensi

Verify each proposed agency or service-business charge against the supplied agreement, billing trigger, approval, and delivery evidence before the invoice is sent.

$15

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You say

Check draft-invoice.md against accepted-sow.md, delivery-log.md, acceptance-register.md, and change-01.md before I send it. The SOW makes a 30% milestone billable only after written client acceptance. Delivery is recorded, but the acceptance register contains no written acceptance. The mathematically correct draft includes the $6,000 milestone, an accepted $800 change order, and a $500 rush fee that does not appear in the supplied agreement.

Your agent does

REVISE

Retain the supported $800 change order. Remove the unsupported $500 rush fee and hold the unresolved $6,000 milestone until the required written acceptance is supplied.

Change order CO-01: SUPPORTED Rush fee: UNSUPPORTED 30% milestone: EVIDENCE GAP Delivery evidence: PRESENT Written acceptance: MISSING Arithmetic: PASS — $6,000 + $800 + $500 = $7,300 Recommended revised total: $800 External actions taken: None

This is a document-consistency review for human approval, not legal or accounting advice.

What you get

Verify whether a fixed-fee milestone charge is billable now under the accepted SOW and supplied acceptance evidence.Check a retainer invoice against included work, documented terms, and supported overages.Recalculate time-and-materials charges against approved hours, rates, caps, and rounding rules.Determine whether an approved change order is billable now or still missing a required trigger.Produce a source-backed internal correction packet for unsupported charges, missing references, and mismatched totals.

About this skill

Built for agencies and service businesses that bill by milestone, retainer, time and materials, approved change order, or a hybrid of those models.

Before an invoice is sent, it checks whether each proposed charge is supported by the supplied agreement, approval, delivery evidence, time records, and prior invoice history where available.

Give your agent the draft invoice, governing accepted agreement or SOW, applicable milestone schedule, retainer terms or changes, and the evidence that allegedly triggers billing. The skill maps source-document authority, traces every invoice line to the exact supplied term, tests whether the contractual billing trigger appears satisfied, and returns a clear `SEND`, `REVISE`, or `STOP` decision packet.

The output includes an evidence inventory, billing-basis summary, line-by-line traceability table, trigger checks, identity/reference/payment-term checks, arithmetic reconciliation, prioritized fixes, unresolved-information labels, and an optional client-safe clarification note. Every factual conclusion must cite a supplied file and locator or be labeled as a calculation/user statement.

This is not an invoice generator, an arithmetic-only invoice linter, bookkeeping software, accounting advice, or legal advice, and it does not guarantee that a customer will pay. It never sends, posts, approves, collects, or pays anything. It needs no backend, API key, hosting, database, seller access, or customer call. Customer documents stay within the buyer's chosen agent environment; the skill does not upload them or browse the web.

`SEND` means the draft is consistent with the supplied evidence and ready for human pre-send review. It is not legal approval, customer acceptance, or a payment guarantee.

document-verification

invoice-preflight

milestone-billing

agency-operations